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.

Please give option to not allow clients to save payment information

I set up a "Consultations" client for all my consultations because sometimes they don't hire or all they want is a consultation. Each consultation is a separate matter. I discovered, fortunately before it was a problem, that if any of those consultations saves their credit card or bank information, it becomes available to the other consultations. Can you please make it so I have the option to NOT allow them to save payment information. The alternative of creating a new client and new matter for each consultation would quickly become overwhelming and be cumbersome. I know I can monitor for if somebody saves and delete it but there is a risk that I may miss it and if I disclose another persons financial information, i risk ethical and financial liability.

  • Guest
  • Jan 19 2023
Feature Request
How often would you use this request?

ALL THE TIME

Attachments Open full size
  • Attach files

Related suggestions