Feature Requests

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Clients and Matters Report

I would like to see a tab in the Client Details area so that a Clients and Matters Report can be printed from there, for that specific client.

  • Guest
  • Mar 8 2023
Feature Request
How often would you use this request?

I print out Clients and Matters Reports many times a day, but always for just one client. It is inconvenient to have to go to Reports, scroll down to Clients and Matters, select Detail, select the Responsible party, create the report, scroll down to find the client (where is the Search option?), and print just that page. I would like to see a tab in the Client Details area and/or the Matters area so that a Clients and Matters Report can be printed from there, for that specific client.

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