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.

Outlook/Google Calendar Sync with Desktop version

Suggested by: Gloria Duran (09 Aug, '18) Upvoted: 04 May Comments: 1
Under consideration

Multi-window option within OT

Suggested by: Netta Maldonado (02 Jul, '18) Upvoted: today Comments: 0
Under consideration

Workspace: Customizable Contact Type on the Main Contact Tab

Suggested by: Teresa Karaffa (16 Jul, '18) Upvoted: 15 Sep Comments: 1
Under consideration

Billing and application of credits

Suggested by: David Wexler (24 Sep, '18) Upvoted: 04 May Comments: 0
Under consideration

Ultra Tax integration

Suggested by: Matt (19 Apr, '19) Upvoted: 12 Sep Comments: 3
Under consideration

Add an automatic texting feature like doctor's office's do.

Suggested by: Jeff Pickering (20 Feb, '19) Upvoted: 12 Sep Comments: 2
Under consideration

Preferred Phone Number

Suggested by: Michelle Fluckiger (27 Jun, '18) Upvoted: 10 Aug Comments: 2
Under consideration

Contact Field for assumed name (or DBA)

Suggested by: Steve G (27 Jul, '18) Upvoted: 15 Sep Comments: 4
Under consideration

Invoices- mailed, portal upload or emailed

Suggested by: Stephanie Nydegger (11 Oct, '18) Upvoted: 27 Apr Comments: 1
Under consideration

Have a notes section at the bottom of the Contact tab

Suggested by: EDWARD OPPERMAN (15 Aug, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Portal Access for Taxpayer and Spouse

Suggested by: Svetlana (30 Jul, '18) Upvoted: today Comments: 0
Under consideration

Work Cods for Calls and To Dos

Suggested by: Leilani E Elias (11 Oct, '18) Upvoted: 01 Jun Comments: 1
Under consideration

Track CPE for Staff

Suggested by: Lori (03 Oct, '18) Upvoted: 12 Sep Comments: 1
Under consideration

PORTAL MESSAGES FROM CLIENTS

Suggested by: Beverly J Reed (28 Aug, '18) Upvoted: 12 May Comments: 1
Under consideration

Customer forum/community to share info, ask questions

Suggested by: PETER MAGIDOFF (17 Jul, '18) Upvoted: 08 Feb Comments: 1
Under consideration

Ability to PIN a particular Client Note to the top of the list on the Notes Tab

Suggested by: Carol J (01 Nov, '18) Upvoted: 11 Jul Comments: 0
Under consideration

Missing Info list

Suggested by: C Mitchell (21 Jul, '18) Upvoted: 27 Aug Comments: 0
Under consideration

Overpayments

Suggested by: Elaine Richards (31 May, '18) Upvoted: 25 Mar, '19 Comments: 0
Not planned

Ability to do Recurring Auto Payments using APX

Suggested by: rafael carmona ea (22 Jan, '19) Upvoted: today Comments: 2
Under consideration

Ability to view other screens while working on one screen

Suggested by: Milady Weisenstein (31 Jul, '18) Upvoted: today Comments: 1
Under consideration

Spouse or alternative phone number and designation

Suggested by: ELAINE (18 Jun, '18) Upvoted: 10 Aug Comments: 1
Under consideration

Allow alpha characters in phone fields

Suggested by: David (31 May, '18) Upvoted: 15 Sep Comments: 1
Not planned

Update Knowledgebase videos!

Suggested by: Andrea (21 May, '19) Upvoted: 12 Sep Comments: 0
Under consideration

Undock project notes screen similar to Activity List and Calendar

Suggested by: Michael Pistoresi (08 Feb, '19) Upvoted: 09 Oct, '19 Comments: 1
Under consideration

The ability to have the project notes tab open and click else where

Suggested by: Kristin (19 Jul, '18) Upvoted: 11 May Comments: 1
Under consideration

Allowing Third Party Integrations (DropBox, Evernote, QuickBooks, custom addins, etc.)

Suggested by: Oziel Perez (28 Jun, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Differentiation of Verbiage in Note

Suggested by: Caroline Ertz (28 Aug, '18) Upvoted: 27 Sep, '19 Comments: 0
Under consideration

To see that an E-Mail filed in OfficeTools has an Attachment

Suggested by: Craig O'Toole (21 Jun, '18) Upvoted: 12 Sep Comments: 0
Under consideration

Notes from portal

Suggested by: Chrystal Oakhem (12 Jun, '18) Upvoted: 27 Apr Comments: 0
Under consideration

User group where best practices can be shared

Suggested by: Meredith (07 Jun, '18) Upvoted: 19 May Comments: 0
Under consideration

Need to be able to modify the Contact Name (the one in "red")

Suggested by: MELINDA THOMPSON (08 Aug, '18) Upvoted: 30 Dec, '19 Comments: 3
Under consideration

PORTAL: Time/Date/User Stamp of Downloaded Document

Suggested by: Mark Fuglevand (07 Mar, '19) Upvoted: 12 Sep Comments: 1
Under consideration

Have the option to set default staff selection based on the assignment

Suggested by: Max (26 Mar, '19) Upvoted: 22 Apr Comments: 0
Under consideration

Contact person subform

Suggested by: Hans (04 Sep, '18) Upvoted: 28 Dec, '19 Comments: 0
Under consideration

Get rid of the Office Tools splash screen.

Suggested by: tom klein (18 Jul, '18) Upvoted: 29 Jul Comments: 0
Under consideration

PORTAL: Post Message box. Need to maintain text formatting and actually stay in that client's folder

Suggested by: Teresa Karaffa (16 Jul, '18) Upvoted: 21 Dec, '19 Comments: 0
Under consideration

Enhanced reporting

Suggested by: Tracy Oechsle (11 Jul, '18) Upvoted: 27 Sep, '19 Comments: 0
Under consideration

Larger Fonts for Notes

Suggested by: Eleanor Napoli-Knorr (04 Jul, '18) Upvoted: 15 Sep Comments: 0
Under consideration

Assignment/Work Calendar

Suggested by: PETER BURGOS (11 Sep, '18) Upvoted: 27 Apr Comments: 3
Under consideration

Notes section within Contacts tab

Suggested by: CR (14 Aug, '18) Upvoted: 12 Sep Comments: 2
Under consideration

Portal enhancement, Part 2

Suggested by: Hans (04 Sep, '18) Upvoted: 12 May Comments: 1
Under consideration

Billing (invoicing)

Suggested by: C Mitchell (21 Jul, '18) Upvoted: 23 Jan Comments: 1
Under consideration

Office Tools Pro Contact Screen

Suggested by: EDDIE OPPERMAN (12 Jul, '18) Upvoted: 27 Apr Comments: 1
Under consideration

Reports screen should show a sample

Suggested by: Terri McKenzie (19 Jun, '18) Upvoted: 17 Jun, '19 Comments: 1
Under consideration

Checklist on a reoccurring TO DO should also reoccur

Suggested by: Amanda Elliott (18 Jun, '18) Upvoted: 12 Sep Comments: 1
Under consideration

Ability to "Pop out" Other Tabs Like TO DO, and Notes.

Suggested by: Amanda Elliott (04 Jun, '18) Upvoted: 05 Aug Comments: 1
Under consideration

Integrate a texting service like Twilio into OfficeTools

Suggested by: Russell Barnett, EA, CTC (06 Feb, '19) Upvoted: 12 Sep Comments: 0
Under consideration

Billing Report

Suggested by: Tim MacLellan (17 Oct, '18) Upvoted: 17 Apr Comments: 0
Under consideration

Portal Downloads - Download Folder and Download Selected

Suggested by: Renee Frechette (11 Oct, '18) Upvoted: 12 May Comments: 0
Under consideration

Search Field - Include more field options

Suggested by: Eric B. (09 Aug, '18) Upvoted: 27 Jul Comments: 0
Under consideration

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