Orazio

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  1. 57 votes
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    6 comments  ·  Feature Requests » Tracks / Templates  ·  Flag idea as inappropriate…  ·  Admin →
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    Orazio commented  · 

    This would be so helpful to us, we can bulk assign a Track to our existing client database, which will assist us in keeping on top of one of the most basic things such as keeping in contact with our past clients in a systematic way.

    Orazio supported this idea  · 
  2. 3 votes
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    0 comments  ·  Feature Requests » Feedback  ·  Flag idea as inappropriate…  ·  Admin →
    Orazio shared this idea  · 
  3. 17 votes
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    5 comments  ·  Feature Requests » Merge  ·  Flag idea as inappropriate…  ·  Admin →
    Orazio supported this idea  · 
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    Orazio commented  · 

    The ability to modify the {{settlement_statement_table}} template to suit our office would be excellent. I find myself modifying every letter I produce which is time consuming and was not necessary in Rest Professional once the template was set up.

    We do not always send the balance of deposit to the Vendor Solicitor, in the majority of cases we are instructed to account to the vendor directly. Thanks.

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