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.

Warning when closing out of Office Tools to avoid accidentally closing

Suggested by: Amy (12 Jul, '18) Upvoted: 19 May, '20 Comments: 1
Under consideration

Multi-window option within OT

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

Outlook/Google Calendar Sync with Desktop version

Suggested by: Gloria Duran (09 Aug, '18) Upvoted: 11 Nov, '20 Comments: 1
Under consideration

Billing and application of credits

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

Add Contact Message field to Contact Reports

Suggested by: Sue Sherer (29 Aug, '18) Upvoted: 30 Jan, '20 Comments: 0
Under consideration

Have a notes section at the bottom of the Contact tab

Suggested by: EDWARD OPPERMAN (15 Aug, '18) Upvoted: 16 Dec, '20 Comments: 1
Under consideration

Track CPE for Staff

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

PORTAL MESSAGES FROM CLIENTS

Suggested by: Beverly J Reed (28 Aug, '18) Upvoted: 01 Mar Comments: 1
Under consideration

Priorities

Suggested by: Brett (27 Feb, '20) Upvoted: 09 Feb Comments: 0
Under consideration

Preferred Phone Number

Suggested by: Michelle Fluckiger (27 Jun, '18) Upvoted: 10 Aug, '20 Comments: 2
Under consideration

Invoices- mailed, portal upload or emailed

Suggested by: Stephanie Nydegger (11 Oct, '18) Upvoted: 03 Feb Comments: 1
Under consideration

Customer forum/community to share info, ask questions

Suggested by: PETER MAGIDOFF (17 Jul, '18) Upvoted: 22 Jan Comments: 1
Under consideration

Update Knowledgebase videos!

Suggested by: Andrea (21 May, '19) Upvoted: 10 Feb Comments: 0
Under consideration

Contact Field for assumed name (or DBA)

Suggested by: Steve G (27 Jul, '18) Upvoted: 15 Sep, '20 Comments: 4
Under consideration

User group where best practices can be shared

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

Overpayments

Suggested by: Elaine Richards (31 May, '18) Upvoted: 26 Feb Comments: 0
Not planned

Batch Sync Invoices to Portal

Suggested by: Andrew Phillips (16 Jan, '19) Upvoted: 24 Feb Comments: 1
Under consideration

Work Cods for Calls and To Dos

Suggested by: Leilani E Elias (11 Oct, '18) Upvoted: 04 Dec, '20 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: 16 Dec, '20 Comments: 0
Under consideration

Larger Fonts for Notes

Suggested by: Eleanor Napoli-Knorr (04 Jul, '18) Upvoted: 24 Nov, '20 Comments: 0
Under consideration

Ability to view other screens while working on one screen

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

Spouse or alternative phone number and designation

Suggested by: ELAINE (18 Jun, '18) Upvoted: 16 Dec, '20 Comments: 1
Under consideration

Missing Info list

Suggested by: C Mitchell (21 Jul, '18) Upvoted: 27 Aug, '20 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: 16 Nov, '20 Comments: 3
Under consideration

Integrate a text messaging service within OfficeTools

Suggested by: Dennis G Carte (03 Mar, '20) Upvoted: 17 Dec, '20 Comments: 1
Under consideration

Allow alpha characters in phone fields

Suggested by: David (31 May, '18) Upvoted: 15 Sep, '20 Comments: 1
Not planned

Differentiation of Verbiage in Note

Suggested by: Caroline Ertz (28 Aug, '18) Upvoted: 23 Sep, '20 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: 06 Oct, '20 Comments: 0
Under consideration

Notes section within Contacts tab

Suggested by: CR (14 Aug, '18) Upvoted: 06 Oct, '20 Comments: 2
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, '20 Comments: 1
Under consideration

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

Suggested by: Oziel Perez (28 Jun, '18) Upvoted: 12 Sep, '20 Comments: 1
Under consideration

Please reactivate ability to provide new temporary PW for clients struggling with Portal access

Suggested by: Blain Moncrief (13 May, '20) Upvoted: 01 Mar Comments: 0
Under consideration

Portal Downloads - Download Folder and Download Selected

Suggested by: Renee Frechette (11 Oct, '18) Upvoted: 01 Mar Comments: 0
Under consideration

Contact person subform

Suggested by: Hans (04 Sep, '18) Upvoted: 13 Jan Comments: 0
Under consideration

Date Fields

Suggested by: C Mitchell (21 Jul, '18) Upvoted: 10 Dec, '20 Comments: 0
Under consideration

Notes from portal

Suggested by: Chrystal Oakhem (12 Jun, '18) Upvoted: 27 Apr, '20 Comments: 0
Under consideration

Portal

Suggested by: LINDA SANCHEZ (28 Jan, '20) Upvoted: 11 Apr Comments: 1
Done

Billing (invoicing)

Suggested by: C Mitchell (21 Jul, '18) Upvoted: 02 Dec, '20 Comments: 1
Under consideration

Office Tools Pro Contact Screen

Suggested by: EDDIE OPPERMAN (12 Jul, '18) Upvoted: 01 Oct, '20 Comments: 1
Under consideration

Zoom Feature

Suggested by: Roz Love (25 May, '19) Upvoted: 03 Mar Comments: 0
Under consideration

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

Suggested by: Max (26 Mar, '19) Upvoted: 22 Apr, '20 Comments: 0
Under consideration

Integrate a texting service like Twilio into OfficeTools

Suggested by: Russell Barnett, EA, CTC (06 Feb, '19) Upvoted: 19 Oct, '20 Comments: 0
Under consideration

Notes - formatting

Suggested by: Amy (06 Nov, '18) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Billing Report

Suggested by: Tim MacLellan (17 Oct, '18) Upvoted: 24 Sep, '20 Comments: 0
Under consideration

Default to Summary view for Notes and To-Do's

Suggested by: Eric B. (08 Aug, '18) Upvoted: 03 Mar 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

Project Notes

Suggested by: Melanie Lecat (15 Jun, '18) Upvoted: 06 Oct, '20 Comments: 0
Under consideration

Assignment/Work Calendar

Suggested by: PETER BURGOS (11 Sep, '18) Upvoted: 27 Apr, '20 Comments: 3
Under consideration

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