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.

File Preview in Documents

Suggested by: PETER MAGIDOFF (05 Jul, '18) Upvoted: 23 Dec, '19 Comments: 0
Under consideration

Client text/email notification for appointment reminder

Suggested by: Alexandria Martinez (11 Jun, '18) Upvoted: 23 Jun Comments: 0
Under consideration

Billing history report

Suggested by: Joozer (31 May, '18) Upvoted: 16 Jul, '18 Comments: 0
Under consideration

Push client data to a previous year Lacerte

Suggested by: Joey (30 May, '18) Upvoted: 17 Jul, '19 Comments: 0
Under consideration

Posting payments

Suggested by: Diane Dexter (04 Sep, '18) Upvoted: 15 Jun Comments: 2
Under consideration

exporting "data only" to Excel

Suggested by: Ford Baker (23 Oct, '18) Upvoted: 28 Nov, '18 Comments: 1
Under consideration

Ability to schedule items listed in the Activity List area to the calendar

Suggested by: Darren F (12 Oct, '18) Upvoted: 04 Dec, '19 Comments: 1
Under consideration

Link Lacerte Missing Info to Projects Missing Info

Suggested by: PETER MAGIDOFF (11 Aug, '18) Upvoted: 27 Nov, '19 Comments: 1
Under consideration

Categorize/move more than one document at a time after they have been saved

Suggested by: Kasey A DaLessio (19 Jul, '18) Upvoted: 29 Aug, '19 Comments: 1
Under consideration

Clear Portal Upload screen once files have been uploaded/downloaded

Suggested by: Heather B (01 Jun, '18) Upvoted: 17 Jan Comments: 1
Under consideration

Back and Forward Button (like on a web browser)

Suggested by: James Merante (13 Jul) Upvoted: 25 Aug Comments: 0
Under consideration

When sending multiple files via portal, show file names along with document URL

Suggested by: Max (23 Jun) Upvoted: today Comments: 0
Under consideration

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

Suggested by: Blain Moncrief (13 May) Upvoted: 08 Sep Comments: 0
Under consideration

Reports should be dynamic with drill down to individual transactions

Suggested by: Barbara Agerton (16 Nov, '18) Upvoted: 29 Aug, '19 Comments: 0
Under consideration

Project listing step priority

Suggested by: Shellie Utley (12 Nov, '18) Upvoted: 03 Dec, '18 Comments: 0
Under consideration

Notes, To-Do's, and Calls tab should bold or highlight when info is added in the tab

Suggested by: LAURA KRUCHKOW (29 Oct, '18) Upvoted: 23 Jan Comments: 0
Under consideration

Project Notes - Other Screen Access

Suggested by: Les (04 Oct, '18) Upvoted: 11 May Comments: 0
Under consideration

New documents should be flagged as "new" until the user opens them

Suggested by: brian davis (13 Jun, '18) Upvoted: 01 Feb, '19 Comments: 0
Under consideration

FYE filter for Project reports

Suggested by: Emma (12 Jun, '18) Upvoted: 23 Oct, '18 Comments: 0
Under consideration

Add a place to enter an employees term date on the staff info. page

Suggested by: Delisa Bascue (11 Jun, '18) Upvoted: 15 Aug, '18 Comments: 0
Under consideration

calendar reports

Suggested by: damon (01 Jun, '18) Upvoted: 28 Nov, '18 Comments: 0
Under consideration

Esignatures

Suggested by: Valerie McLaughlin (31 May, '18) Upvoted: 20 Feb Comments: 0
Under consideration

Provide for folders in Documents

Suggested by: Bill (29 Feb) Upvoted: 04 Sep Comments: 1
Under consideration

Mail Label

Suggested by: Shannon Wastling (18 Jan, '19) Upvoted: 01 Oct, '19 Comments: 1
Under consideration

Notification of Client Downloads of Documents

Suggested by: Robert Shappee (11 Sep, '18) Upvoted: 19 Sep, '18 Comments: 1
Under consideration

Custom Detail Reports (Crystal Reports)

Suggested by: Gloria D (10 Jul, '18) Upvoted: 01 Feb, '19 Comments: 1
Under consideration

Keyword search across all clients

Suggested by: David Simpson (13 Jun, '18) Upvoted: 17 Jun Comments: 1
Under consideration

See Client Facing Interface on the Portal

Suggested by: Jackie (08 Jun, '18) Upvoted: 27 Apr Comments: 1
Under consideration

Integrate with MailChimp for marketing and feedback

Suggested by: Max (06 Jun) Upvoted: 18 Sep Comments: 0
Under consideration

Integrate Missing Info into portal

Suggested by: Max (01 Jun) Upvoted: 17 Aug Comments: 0
Under consideration

Scan Drive for Brother devices

Suggested by: Tarina (13 Feb) Upvoted: 11 May Comments: 0
Under consideration

Edit multiple files at once

Suggested by: Elizabeth (05 Jun, '19) Upvoted: 04 Mar Comments: 0
Under consideration

Prior Year Report Options

Suggested by: Mary Fortune (15 May, '19) Upvoted: 04 Mar Comments: 0
Under consideration

Record who created or modified the assignments in the project.

Suggested by: B (28 Mar, '19) Upvoted: 30 Apr Comments: 0
Under consideration

Button to Return to Today on Timesheet Screen

Suggested by: Paul Nienow (12 Feb, '19) Upvoted: 15 May, '19 Comments: 0
Under consideration

Add "Bill All" checkbox at top of "Billable Time" on Billing Tab

Suggested by: Carol J (14 Jan, '19) Upvoted: 07 Aug, '19 Comments: 0
Under consideration

Assignment Notification

Suggested by: Jennings (20 Dec, '18) Upvoted: 24 Feb Comments: 0
Under consideration

Retainer needs work!

Suggested by: Christopher Pace (29 Nov, '18) Upvoted: 10 Jun Comments: 0
Under consideration

Spouse info

Suggested by: Pamela Howard (06 Nov, '18) Upvoted: 08 Feb Comments: 0
Under consideration

Quarterly Retainer wording

Suggested by: susan gordon (02 Nov, '18) Upvoted: 23 Oct, '19 Comments: 0
Under consideration

Work List/Budget assignments NOT greyed out when complete

Suggested by: Naomi Dueck (09 Oct, '18) Upvoted: 23 Jul, '19 Comments: 0
Under consideration

Remove hours and rate but not detail from billing statement

Suggested by: Phil (24 Sep, '18) Upvoted: 23 Jan Comments: 0
Under consideration

To Do notification

Suggested by: Lisa Hibberd (20 Sep, '18) Upvoted: 22 Nov, '19 Comments: 0
Under consideration

Missing Info Report

Suggested by: Marie (17 Sep, '18) Upvoted: 18 Feb Comments: 0
Under consideration

Allow Recurring Appointments to Be Set without an End Date

Suggested by: Becca Whitaker (31 Jul, '18) Upvoted: 11 Mar Comments: 0
Under consideration

Progress billing by project

Suggested by: Tracy Oechsle (11 Jul, '18) Upvoted: 06 Mar Comments: 0
Under consideration

Poeral File Management

Suggested by: Chrystal Oakhem (10 Jul, '18) Upvoted: 01 Feb, '19 Comments: 0
Under consideration

Checklist copy and paste

Suggested by: Randy Clark (20 Jun, '18) Upvoted: 12 Sep Comments: 0
Under consideration

Add EIN field to the Contacts screen for Entity Type of Estate

Suggested by: Sue Sherer (15 Jun, '18) Upvoted: 07 Jan Comments: 0
Under consideration

Default Person on Work Assignments

Suggested by: Nancy Thompson (12 Jun, '18) Upvoted: 02 Jun Comments: 0
Under consideration

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