Feature Requests

Submit your suggestions and upvote existing ideas.

  • All suggestions are welcomed, and we appreciate your inputs to improve TimeSolv.
  • Each request goes through a rigorous process of prioritization. Features benefiting the majority of users receive higher priority.
  • Submitting a request to this portal does not guarantee that it will be implemented. For unique business needs, TimeSolv offers a paid fast-track option.

Clients organized by date added

We would like to know how many new clients we added this week, this month or this year, but I don't see a way to organize or pull a report for clients by date or even organize the clients by date.

  • Guest
  • Feb 6 2020
How often would you use this request?

daily, weekly

How do you accomplish this currently?
  • Attach files
  • Gigi Vita commented
    18 Feb 22:10

    Please go to Account, Import/Export, Export Excel,  export the Matter table, and save it in a convenient location.  Please open it with Excel, and if you go to Column M, you'll be able to sort or filter by the matter start dates. 

     

    Or you could run the Clients and Matters report (Report Type=Client Matter) to a Report Output Format of CSV.  This will give you a comma-separated values file that you can then open in Excel.  You will see the matter start dates in Column N in this file.  

     

    I hope this has been helpful.