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.

Document links to To-Do's, Calls, and Notes

Suggested by: Mattisyahu Teichman (08 Jun, '18) Upvoted: 23 Oct, '18 Comments: 0
Under consideration

Allow Integration with Other Apps

Suggested by: Marie (04 Jun, '18) Upvoted: 26 Oct, '18 Comments: 0
Under consideration

Allow us to add more fields in the esignature documents

Suggested by: Valerie McLaughlin (27 Jun, '18) Upvoted: 03 Jun Comments: 1
Under consideration

Cloud Version of OfficeTools

Suggested by: Caleb L Jenkins (12 Jun, '18) Upvoted: 26 Oct, '18 Comments: 1
Under consideration

One time vs. recurring work

Suggested by: Lauren Osborne (05 Jun, '18) Upvoted: 04 Oct, '18 Comments: 1
Under consideration

Automatically generate default missing info items for certain projects

Suggested by: Max (23 Jun) Upvoted: 29 Jul Comments: 0
Under consideration

Project emails create a project note instead of client note

Suggested by: Max (08 Jun) Upvoted: 29 Jul Comments: 0
Under consideration

Password rest

Suggested by: Julie Buetow (21 May) Upvoted: 15 Sep Comments: 0
Under consideration

Change the Priority indicators (changed in the last update) back to numbers!

Suggested by: Linda Roberts (30 Mar) Upvoted: today Comments: 0
Under consideration

Profile info

Suggested by: Dick (04 Mar) Upvoted: 12 May Comments: 0
Under consideration

client dashboard

Suggested by: leah n kliger (02 Mar) Upvoted: 23 Jun Comments: 0
Under consideration

Client lookup

Suggested by: Robin (25 Feb) Upvoted: 11 May Comments: 0
Under consideration

Notify when task is assigned

Suggested by: Micki Hazen (11 Feb) Upvoted: 23 Jun Comments: 0
Under consideration

Show next scheduled appointment on Client Screen

Suggested by: Nicole (05 Feb) Upvoted: 11 Jul Comments: 0
Under consideration

Park project while waiting for information

Suggested by: TERRI MCKENZIE (27 Jan) Upvoted: 23 Jun Comments: 0
Under consideration

CONTACT TYPES - ADD MORE OR ABILITY TO RENAME THE DEFAULT OPTIONS

Suggested by: Edward Opperman (23 Jan) Upvoted: 21 Aug Comments: 0
Under consideration

Add Referred By Field to Contact List Filters

Suggested by: William Brindle (23 Jan) Upvoted: 11 Jul Comments: 0
Under consideration

Allow the same e-mail to be the main contact on more than one client

Suggested by: Jennifer Hiegel (10 Dec, '19) Upvoted: 15 Sep Comments: 0
Under consideration

Add a possiblity of calculating retainers

Suggested by: Steven Goldburd (05 Nov, '19) Upvoted: 03 Jun Comments: 0
Under consideration

Additional Contacts screen

Suggested by: MELINDA THOMPSON (21 May, '19) Upvoted: 04 Feb Comments: 0
Under consideration

Viewing multiple staff calendars (Mobile App)

Suggested by: GBA (16 May, '19) Upvoted: 09 Jan Comments: 0
Under consideration

Eliminate address requirement for credit card processing

Suggested by: Liz (16 May, '19) Upvoted: 04 Mar Comments: 0
Under consideration

Former name field

Suggested by: Mitch (14 May, '19) Upvoted: 18 Feb Comments: 0
Under consideration

North American Industry Classification System (NAICS)

Suggested by: Darren F (14 May, '19) Upvoted: 30 Apr Comments: 0
Under consideration

Billing Address on APX

Suggested by: Gidget (19 Apr, '19) Upvoted: yesterday Comments: 0
Under consideration

Accessing client responses to automated texts

Suggested by: Megan (22 Mar, '19) Upvoted: 30 Apr Comments: 0
Under consideration

ENHANCED PORTAL INFO

Suggested by: Peter Magidoff (07 Mar, '19) Upvoted: 14 Apr, '19 Comments: 0
Under consideration

PASSWORD CAPS

Suggested by: LINDA SANCHEZ (25 Feb, '19) Upvoted: 15 Sep Comments: 0
Under consideration

TIME STAMP

Suggested by: MELINDA THOMPSON (07 Feb, '19) Upvoted: 01 Oct, '19 Comments: 0
Under consideration

Firm Dashboard

Suggested by: Tony Carbone (16 Jan, '19) Upvoted: 19 May Comments: 0
Under consideration

Outlook calendar invite in appointment email

Suggested by: PETER MAGIDOFF (07 Jan, '19) Upvoted: 23 Jan Comments: 0
Under consideration

Allow Other Brand of Scanners

Suggested by: Art (27 Oct, '18) Upvoted: 13 May Comments: 0
Under consideration

Payments & Previous Balance separate selections

Suggested by: Sarah Sprague (23 Oct, '18) Upvoted: 10 Jan, '19 Comments: 0
Under consideration

Be able to schedule certain reports to run and email automatically

Suggested by: Jess Hennan (28 Sep, '18) Upvoted: 13 Oct, '18 Comments: 0
Under consideration

Allow all variables to be accessed by all reports / form letters

Suggested by: Matthew Lincoln (11 Sep, '18) Upvoted: 01 Nov, '18 Comments: 0
Under consideration

Mark contacts as billable or non-billable

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

Interface OT with ProSeries

Suggested by: Thomas Cole (02 Sep, '18) Upvoted: 21 Nov, '19 Comments: 0
Under consideration

Canadian Version of Client Set up Screen

Suggested by: Anthony Cusimano (15 Aug, '18) Upvoted: 05 Jul, '19 Comments: 0
Under consideration

When exporting reports - default file format should be PDF (not Crystal Reports .rpt file)

Suggested by: Jess Hennan (14 Aug, '18) Upvoted: 18 Jul, '19 Comments: 0
Under consideration

Documents - Create Review or To-Do from Initial Document Screen

Suggested by: Adrienne H (07 Aug, '18) Upvoted: 27 Sep, '18 Comments: 0
Under consideration

Appointment confirmation email

Suggested by: Hans (06 Aug, '18) Upvoted: 23 Jun Comments: 0
Under consideration

Separate spouse mailing labels or envelopes

Suggested by: Donald Lucove (27 Jul, '18) Upvoted: 23 Jun Comments: 0
Under consideration

To create proposals

Suggested by: Mary Hudgens (17 Jul, '18) Upvoted: 23 Jan Comments: 0
Under consideration

Credit Charges through Abacus Payment Exchange (APX)

Suggested by: Jan Holland (29 Jun, '18) Upvoted: 06 May Comments: 0
Under consideration

Need more flexibility in reports

Suggested by: Mark Patrick (21 Jun, '18) Upvoted: 14 Jan, '19 Comments: 0
Under consideration

Copy checklist

Suggested by: Mary Hudgens (14 Jun, '18) Upvoted: 02 Jan, '19 Comments: 0
Under consideration

Send form letters to Dependent contacts (spouse)

Suggested by: Amy (05 Jun, '18) Upvoted: 31 Jan Comments: 0
Under consideration

Batch/Recurring APX

Suggested by: Alyssa (08 Jan) Upvoted: 02 Jun Comments: 1
Under consideration

Reoccurring Monthly Payments

Suggested by: Megan MacCormack (03 Jan) Upvoted: 13 Jul Comments: 1
Planned

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