Submit your suggestions and upvote existing ideas.
In TimeSolv, for the Client/Matter Categories (under Clients > Settings > Categories), firms/users can only define two category types. It would be nice to be able to add additional Client/Matter categories so that matters can be further categorized and defined. This also is beneficial because when generating reports, since there are 14 types of reports which utilize client/matter categories, these reports can be tailored, customized, and filtered for a firm's needs.
Please see the attached mock-up to see what it would look like with more than two Client/Matter categories.
How often would you use this request?
Very often, as we generate reports monthly and matters daily. |