Ideas

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54 Vote

Notification on Dashboard for Un-signed Timesheets

We would like to have added to all user dashboards in the notifications a listing of all timesheets un-signed by client, or a shortened list or alert with the count and a direct link to unsigned timesheet. We need to make this more visable to use...

Created 10 Nov 05:37pm

Practice Management / Dashboard

1 Planned
39 Vote

Change default privacy setting for activity/call log

Right now any additions to the call/activity log are automatically set to "me only" privacy. This is great for security reasons, but employees often forget to change this setting and we are unable to view notes on the chart. It would be nice if ea...

Created 2 Dec 07:32pm

Practice Management / Dashboard

1 Planned
34 Vote

Bigger date range viewable for history

We would like the ability go back further in a client's history to see when something was done/by who. Could you make a date range of say 30 days available?

Created 2 Dec 07:58pm

Practice Management / Dashboard

1 Planned