Suggestions for improving OfficeTools.

AbacusNext encourages and welcomes your suggestions for the improvement of OfficeTools, and thanks you for all of your ideas. You agree that in making those suggestions you recognize that Abacus is not obligated to compensate you for them, and that any intellectual property in them passes to Abacus. You also commit that in providing Abacus with any such suggestions you are not infringing anyone else’s intellectual property, and will indemnify Abacus and its employees, officers, directors, and affiliated companies, for all claims, damages, losses, liabilities, costs and expenses should it ever be held liable for using your suggestions.

Project tab should show work assignments on main screen

Suggested by: brian davis (31 May, '18) Upvoted: 04 May Comments: 10
Pinned Done

Pay now link for invoices

Suggested by: Mark Kelly (29 May, '18) Upvoted: 26 Aug Comments: 3
Pinned Done

Allow APX to schedule future dates for payment

Suggested by: Lisa (06 Jan, '19) Upvoted: 01 Sep Comments: 3
Pinned Under consideration

Allowing more than than one email to be linked to OT.

Suggested by: Teniqwa Walton (31 May, '18) Upvoted: today Comments: 25
Under consideration

Improve the contacts tab by allowing users to see alternates and dependents on the main screen.

Suggested by: Linda Jones (25 May, '18) Upvoted: 16 Sep Comments: 10
Under consideration

Add the ability to have more contact customization such as having more custom fields per contact.

Suggested by: Linda Jones (25 May, '18) Upvoted: 12 Sep Comments: 15
Under consideration

Font size too small

Suggested by: Josh Purington (15 Jun, '18) Upvoted: 13 Sep Comments: 29
Under consideration

Calendar access on phone

Suggested by: Corey Wills (31 May, '18) Upvoted: 16 Sep Comments: 11
Done

Scan Drivers for Fujitsu

Suggested by: David Small (06 Jun, '18) Upvoted: 12 Sep Comments: 14
Under consideration

Add color to activity list for priorities

Suggested by: Kim Burkett (01 Jun, '18) Upvoted: 03 Apr Comments: 9
Done

Portal to be Mobile Friendly

Suggested by: Olivier VO (13 Jul, '18) Upvoted: 12 Sep Comments: 3
Under consideration

Add a "Red Flag" notification that comes on on any tab for that client.

Suggested by: Sheree Munson (31 May, '18) Upvoted: 07 Sep Comments: 5
Under consideration

Documents screen should be improved

Suggested by: brian davis (31 May, '18) Upvoted: today Comments: 9
Under consideration

The Activity List should be more flexible in sorting and filtering

Suggested by: brian davis (31 May, '18) Upvoted: 05 Aug Comments: 15
Under consideration

Flag or notify when someone creates a note within the projects

Suggested by: Heather B (01 Jun, '18) Upvoted: 12 Sep Comments: 3
Under consideration

Changing files in mass quantities after upload

Suggested by: Heather B (01 Jun, '18) Upvoted: 01 Sep Comments: 5
Under consideration

The ability to see how a payment was applied - to what invoices and how much to each invoice

Suggested by: Tamora Galindo (31 May, '18) Upvoted: 14 Sep Comments: 2
Under consideration

Pause and resume timers for multiple clients

Suggested by: Kitrick Galloway (08 Aug, '18) Upvoted: 12 Sep Comments: 13
Under consideration

Add "Return Original Client Documents" Checkbox in Project Area

Suggested by: Taina Benjamin (31 May, '18) Upvoted: 09 Sep Comments: 1
Under consideration

Distinguish between "Client" and "Contact"

Suggested by: brian davis (31 May, '18) Upvoted: 09 Sep Comments: 1
Under consideration

Multiple portal users with security (see description)

Suggested by: D Scott Stabb (04 Jun, '18) Upvoted: 09 Sep Comments: 3
Under consideration

Allow Office Tools schedule to sync with Google calendar.

Suggested by: Tim D'Attile (31 May, '18) Upvoted: 12 Sep Comments: 4
Under consideration

Sync OT with QuickBooks online

Suggested by: Marie (04 Jun, '18) Upvoted: 20 Feb Comments: 3
Done

Add custom Contact types

Suggested by: Michele K Sheerahamed CPA (02 Jun, '18) Upvoted: 18 Sep Comments: 4
Under consideration

Accounts receivable report

Suggested by: Stephanie Hogan (31 May, '18) Upvoted: 14 Sep Comments: 1
Under consideration

all the reports in the report viewer should be editable

Suggested by: brian davis (31 May, '18) Upvoted: 16 Jul Comments: 5
Under consideration

Ability to Sort by Due date or Assign Date in Worklist

Suggested by: Randy Vogl (06 Jun, '18) Upvoted: 24 Jul Comments: 1
Under consideration

Notification to project manager when a step is stuck with someone too long

Suggested by: Mark Patrick (21 Jun, '18) Upvoted: 23 Apr Comments: 2
Under consideration

Adding Documents to the system

Suggested by: brian davis (31 May, '18) Upvoted: 12 Sep Comments: 1
Under consideration

The ability to sort missing info the project tab

Suggested by: Teresa Karaffa (30 May, '18) Upvoted: 11 Jun Comments: 1
Under consideration

Main Contact Screen Notes

Suggested by: Cheryl DG Bartlett (19 Jun, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Current tax year folder creation for all portal clients

Suggested by: Ryan Jenkins (31 May, '18) Upvoted: 12 Sep Comments: 2
Under consideration

Calls - should be able to override the phone number in the calls form

Suggested by: brian davis (31 May, '18) Upvoted: 29 May Comments: 2
Under consideration

Roll forward delivery preferences in projects

Suggested by: Heather Jones (18 Jun, '18) Upvoted: 07 Jul Comments: 1
Under consideration

Rich Tex formatting within To Dos, calls, notes etc.

Suggested by: Amanda Elliott (04 Jun, '18) Upvoted: 12 Sep Comments: 3
Under consideration

Give the ability to make notes on old AR invoices to track collections progress

Suggested by: Jeff Liebig (06 Jun, '18) Upvoted: 12 Sep Comments: 2
Under consideration

Deleting Multiple Items Items Under Documents Tab

Suggested by: Renee Frechette (02 Aug, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Customization of Contacts screen

Suggested by: Stephen Bradvica (31 May, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Create New Contact from Calendar Screen

Suggested by: K (31 May, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Monhtly Billing Reconciliation and Close Out Month

Suggested by: Jeffrey Levine (01 Jun, '18) Upvoted: 10 Aug Comments: 2
Under consideration

Payment Tab - "Show Applied Payments" box, always checked

Suggested by: Melody Vaughter (07 Jun, '18) Upvoted: 06 May Comments: 2
Under consideration

Allow for a mailing address & physical address on the contact screen

Suggested by: B (28 Mar, '19) Upvoted: 09 Sep Comments: 0
Under consideration

Need to search for invoice by invoice #

Suggested by: Joleen Burns (20 Jun, '18) Upvoted: 22 Jul Comments: 2
Not planned

Customize the Client Side Portal

Suggested by: Alessandro (04 Jun, '18) Upvoted: 12 Sep Comments: 0
Under consideration

Tighter line spacing on invoices

Suggested by: Alex Neymark (31 May, '18) Upvoted: 24 Mar Comments: 1
Under consideration

PORTAL: Setting Adjustments to view the entire title of a document vs a chopped of version

Suggested by: Teresa Karaffa (16 Jul, '18) Upvoted: 12 May Comments: 2
Under consideration

Sort WIP report

Suggested by: Joozer (31 May, '18) Upvoted: 06 Jun Comments: 1
Under consideration

PORTAL: Sorting on the Documents tab

Suggested by: Teresa Karaffa (11 Jul, '18) Upvoted: 11 Jul Comments: 0
Under consideration

Warning when closing out of Office Tools to avoid accidentally closing

Suggested by: Amy (12 Jul, '18) Upvoted: 19 May Comments: 1
Under consideration

Add Contact Message field to Contact Reports

Suggested by: Sue Sherer (29 Aug, '18) Upvoted: 30 Jan Comments: 0
Under consideration

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