Add Additional details to complete QuickBooks SDK Integration
Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Add a filter bar to all dropdowns in the system (standard and user defined fields) This makes it easier to find the option you are looking for if the list is very long. One place this is available is when choosing a case type in Intakes - this is ...
Cloud Settings - Integrations listing should be in alphabetic order
The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.
NEOS: increase the number of characters for the note box in the case calendar tab
Need to increase the character of the note box in the case calendar tab. Currently its a 1,000 character limit. It should be atleast 2,500. The user's use the function to add zoom link and zoom information. The user gets restricted to only add the...
Document Tab - Import Documents. Type field should be completed automatically based on the name of the folder the documents are being imported from
Ashenden & Associates - Document tab - Import Documents. If they are importing the contents of a folder, the TYPE field should be populated with the name of the folder automatically. If we cannot do this, the manual process of updating the TYP...
Re/Client - should be included in the top section, especially since it is not possible to send a message from a case and have the case name automatically fill in. The new message layout is an improvement and minimizes the clutter, however, the mos...
When entering data and not hitting save and then going to another tab it ask if you want to move on without saving the data; if we select yes it should save the data and move on to the next screen but no it comes back to the existing screen and yo...
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