Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
Please add more information for staff logins, such as time logged in and time logged out, as well as history information (i.e., how long was John signed in on X day).
Need ability to turn off automatic toggling of "check request" when entering payment for bills
We have found that when we enter a payment from client, insurance, whomever, the "request a check" button automatically toggles so we have to be aware and remember to uncheck it each time. I don't think it is likely many people want to request che...
Ability to duplicate more than one document at a time (Document Tab)
There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.
Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly
In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.
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