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contacts phone log (1)
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Individual Breakdowns of Clients Trust Account
Reoccuring events
Adjustable work week start
Contact Type
Need Options for Statements
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Individual Breakdowns of Clients Trust Account
Posted by: Mark Rothman
It would be great if there were a way to print out a breakdown of a clients trust account to look like the invoices. Right now it seems there is no ...
Nov 11, 2008 4:02pm
Category: Trust Accounts | Comments: 0
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Reoccuring events
Posted by: Scott D Bakeeff
Needs to be a way to setup reoccuring events. We have maintenance agreements where we have schedule a meeting every month to 3 months and it would be ...
Nov 06, 2008 12:13pm
Category: calendar rules | Comments: 0
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Adjustable work week start
Posted by: Geoffrey Rupe, PMP
Would like the ability to set the work week start day to any desired day of the week.
Nov 02, 2008 4:42pm
Category: System Settings | Comments: 0
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Contact Type
Posted by: Schermeen L Washington, CPA
Please give us the option to change the Contact Type after we have created a contact. For prospective clients, I put them under General ...
Nov 01, 2008 1:16pm
Category: Contacts | Comments: 0
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Need Options for Statements
Posted by: Schermeen L Washington, CPA
Hello,
I would like to have the option to show only outstanding balances on statements. Currently, the client's entire transaction ...
Nov 01, 2008 12:47pm
Category: Invoices | Comments: 0
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