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  1. Respond to feedback

    Here's an idea, please actively monitor and respond to the feedback posted on this forum. I see lots of postings going back months and years and no comment from AS.

    59 votes
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      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Merging duplicate contact records

      Actionstep identifies possible duplicates currently which is useful and sometimes frustrating if the duplication is intentional. In the cases that it wasn't intentional and there are duplicates that are being used in different matters with different details it'd be great if there was a way to merge the two duplicates.

      For example, you could have a button that creates one contact record using the data from both records and makes that the contact record for all matters all duplicate contacts were part of. If there are different emails or addresses throughout the duplicates then Actionstep asks which you'd like to…

      21 votes
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        0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      • Spam Protection for Webforms

        Some sort of spam protection or simple Captcha ability on webforms to cut down on the spam would be highly appreciated.

        4 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • restore compose email button

          Please Restore the compose email button and the create file note button. It is so much quicker when it was on the header.

          14 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • customizable contact header

            Allow us to select what fields show on the contact header.
            (Title, Suffix, preferred name)
            Example: Title for Doctors...
            You cannot see that someone is a doctor unless you edit the contact.

            This is bad for customer service as most doctors like to be referred to as DOCTOR when spoken to.

            8 votes
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              1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
            • "Cost Agreement held" switch has moved under EBM

              To show that you have a cost agreement for a matter go to the Edit Matter Screen and click on the switch to show that the matter Has a cost agreement.
              I note the switch only becomes available after a Trust account has been opened for a matter.
              If that is the case why not move the switch to the "Add (Trust) Account" screen under the Trust Accounting menu.That would require less keystrokes.
              Alternatively can we have the switch reinstated for all matters in the edit screen, so it can be accessed when the matter is opened.

              1 vote
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                3 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
              • Bulk update Participant Type with Data Importer

                There should be a method of updating participant types using the Data Import > Parties module. Using a spreadsheet and setting the data to 0 or F, should "uncheck" the selected participant type if needed.

                e.g. If 900 contacts are imported and then later marked as a "Client," or other participant type, you should in theory be able to import the list using "update records" to uncheck or set the selected participant type to null using the same import method used to set the value.

                9 votes
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                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                • Is there a way to restrict access to data, emails, documents in Action Step? In rare instances we may need to have a Chinese Wall to protect

                  Is there a way to restrict access to data, emails, documents in Action Step? In rare instances we may need to have a Chinese Wall to protect confidentiality. Will ActionStep allow us to create a Chinese Wall for matters?

                  3 votes
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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Multiple email addresses for one participant/contact

                    People often have multiple email addresses - for example: a personal email address and a work email address, plus they may have different domain names if they run multiple businesses.

                    At the moment you can only enter one email address that will actually come through into the email screen. We should be able to add multiple email addresses for a single contact, and then select the email address(es) we want to use when selecting the email recipient.

                    9 votes
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                      2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                    • Search Box for Calendar

                      A search box functionality in the calendar. This is something average users expect. That we had to search this forum to find out the workaround means this isn't being handled in an intuitive way.

                      There is a workaround to do an appointment list view and search within that view. my suggestion is the common functionality of a search box within the calendar.

                      The results would be the same, probably--so this might be more of an input location problem.

                      50 votes
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                        1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
                      • Lawyer Financial Dashboard snapshot

                        Lawyers should have the capability to have a Dashboard that gives them a live snapshot of their financials.
                        WIP, Debtors, top 10 clients by fees, Trust balances etc.

                        7 votes
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                          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        • "Fee Allocation" tab on invoices should affect EBM reports

                          By default, professional fees on invoices are pro-rated between fee earners in proportion to the dollar value of their time entries. The Fee Allocation tab (in the invoicing screen) shows these proportions in dollar values and percentages.

                          However, changing these percentages in the Fee Allocation tab does not affect any EBM reports. All reports still show the value of the time/fee entries, and does not take into account any adjustments made in the Fee Allocation tab at the time of invoicing.

                          (I am told that the only exception to this is the Fee Allocation report, however this only shows amounts…

                          18 votes
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                            1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                          • Better way to write off time entries

                            It would be great to select multiple time entries and 'write off'. Then also be able to track this per user/fee earner.

                            At the moment, if I want to write off time entries, I have to go into each one and change to hide or no charge... Not sure if I'm unaware of a better way.

                            34 votes
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                              1 comment  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
                            • Update contacts from mobile App

                              The mobile app does not seem to have any capacity to update existing contact information (for example, when a contact advises a new address, phone number or email address). This functionality will be useful.

                              1 vote
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                                0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                              • Disable tracking vulnerability of External Images auto-loading in email

                                There are new email trackers that allow the sender to imbed a completely invisible pixel in the messages they send you. The sender is then alerted every time you open the email, how long you spend reading it, what device it was read on, and even your location where you read it. A (stupid) opposing counsel just told me he could see this information yesterday on an email he sent me.

                                Currently all “external” images automatically load when you read an email in ActionStep, making it impossible to guard against (or even detect) when you have received one of these…

                                3 votes
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                                  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Add ability to external Portal users to access specific Matter Type Wiki resources

                                    Extend matter specific Wiki resources to access through external Portal users. The idea being that the firm could create a "Frequently Asked Questions" or other Video Tutorials that could be shared with certain External Portal users for certain Action/Matters.

                                    3 votes
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                                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Ability to Set the Order of Folders within a Workflow

                                      We need the ability to set the order of folders within Documents and Workflows to be more logical. Currently, you have to use a prefix to force the order: A-folder1, B-folder2, etc.

                                      2 votes
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                                        0 comments  ·  Document Management  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Displaying past information

                                        A case view in Actionstep showing the information of a case during a specific time in the past. For example:

                                        What date did a matter go from Step A to Step B?
                                        How many matters were transferred from Step A to Step B in the month of November showing the dates?
                                        How many matters were transferred from Step A to Step B on a specified date?
                                        How many matters were assigned to a specific user on a specified date?

                                        We would like to get the past information of a matter regardless of the current state. I have tried to acquire…

                                        3 votes
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                                          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Set up a rule in Actionstep to automatically assign emails

                                          Set up a rule in Actionstep to automatically assign emails

                                          3 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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