Would it be possible for a Search Box option in the Navigation tab? This would help with locating folders/reports more quickly, especially for those of us who have multiple sections with options.
Ability to send multiple emails for backflow testing annual letter
Under UBS-Backflow Testing-Annual Letters there is not the ability to send multiple emails to accounts who may have a backflow test due. Letters can be printed but the ability to send out multiple emails like delinquent letters or billing would be...
On the New Hire Report (pr286) add an option to mask the SSN on the new hire report. We often pull this report for reporting to management and for our Auditors.
We have over 100 TimeCard groups. The problem is that when I need to run a report for only 50 of my TC Groups, I have to select EACH ONE every time. It would be extremely helpful if we could create personal settings or "favorite" configurations wi...
We often find that when reading notes on an account, they don't always show in the date and time order. It would be helpful if they displayed in the date and time order so we can read the most up to date notes regarding the customer
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