Feature Requests

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Need more filtering options on client and job contact list report screen

Trying to send a group email to people about corona and my new ability for them to pay online.

The report for contacts called "Client Simple" would be great, if it could be filtered.

It is on this link:

https://apps.timesolv.com/Reports/ClientsAndMatters.aspx?LoggedInFirmUserId=2807&AssignedOnly=False

Can you please place a feature request to add the following criteria to the page so the report can be requested with these items:

Checkmark: show only Clients with billing >$0 between (choose mm/dd/yyyy) and (choose mm/dd/yyyy)
Checkmark: show amount billed for dates between (choose mm/dd/yyyy) and (choose mm/dd/yyyy)…. (and add the sales column to the far right)
Checkmark: show only Clients with Recurring Expenses


  • Guest
  • Apr 1 2020
Feature Request
How often would you use this request?

weekly, to send relevant emails to active clients without needing to sort a csv every time

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