Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.
Separate the saving of Debit and Credit account associations for value codes
Currently, the QB Integrator prompts to save BOTH Debit and Credit value code associations at the same time. We'd like the option to save the associations independently from one another as we often want to save account associations for certain val...
Add a horizontal scrolling bar to the calendar view that is constant. Having this would allow people to view all of the calendar in a comfortable view if they have alot of events and would like a non-squished view.
When searching 'smith, d' the firm would like to see all results where the last name starts with Smith and the first name starts with D, instead of performing a contains search and showing any names that include D anywhere in the first name.
Add keyboard shortcuts for navigating the program. Some shortcuts that would be helpful: Exiting Case Folder Navigating between screens(tabs) in a case Creating New Messages Creating New Events Creating New Intakes Back to last screen in program
Have a way to delete/remove an old client from the General Mailing List without having to go into settings and jumping through all the hoops. If you can add from the party tab, why can't you remove or delete. This is a time suck when you have 20 or more birthday cards returned a month for bad address's
It would be nice if you could easily Modify settlement reports to include anything in the Value Screen like the Settlement Note. The settlement note is a good place to indicate fee reduced or pro rata share or agreed to accept reduction, etc.
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