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How can we make Actionstep better for you?

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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.

    11 votes
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      1 comment  ·  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…

      13 votes
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        0 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.

        49 votes
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          1 comment  ·  Calendar  ·  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.

          7 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.

            3 votes
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              0 comments  ·  Contacts  ·  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.

              4 votes
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                0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
              • Uploading multiple documents to Knowledge

                At the moment, we can only upload one document at a time to Knowledge Base. For a service like ours that has a huge volume of material to upload to Knowledge Base this is really unworkable.
                Would it please be possible to upload multiple documents at once to Knowledge Base?

                4 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Reprint Check

                  Allow us to reprint a check or atleast download a PDF of the check that was printed.

                  3 votes
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                    0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                  • Auto step change

                    I'd love the ability to auto change steps on either a lag days basis, or a set date from an existing field, anything like that. Anyone who has clients in a diversion program could use this to move to new steps triggering tasks and emails at multiple points during the diversion, to make sure you keep in touch with your clients.

                    There would be lots of other uses as well, since it could be used any time you need something else to happen a while later and don't want a pile of tasks sitting in your list for months, and…

                    3 votes
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                      0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                    • SSO with IaaS please

                      Hi

                      I'd like to have SSO not from you, but from my identity provider (right now JumpCloud but it can be different). SAML shall not be very difficult to use and you might just do like Dropbox did - an alternative method of login.

                      Kind regards

                      Damien

                      3 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Remember my login ID, Password

                        The website should remember my computer when I login and be able to auto-fill my email address when I open Actionstep. And it should allow the web-browser to store the password and auto-fill that as well.

                        3 votes
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                          0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
                        • Email receipt option from client receipt screen

                          Having an option on the client receipt screen to email the receipt to the client at the same time as entering the receipt.

                          At the moment, after entering the receipt you need to got the Receipts screen of the Accounting menu

                          50 votes
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                            0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                          • Being able to edit a check once it has been sent to batch.

                            Once a check has been processed and sent to batch, there is no 'undo' or edit. Mistakes happen because we live in a real world, and you should be able to make changes if you need to. Whether you made the check out for the wrong amount, or the check number is off for various reasons, you can not undo it!! And to fix this, is a 50 step process that creates even more problems. PLEASE ADD THE OPTION TO EDIT CHECKS!!!!!!!!

                            17 votes
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                              0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                            • Moving custom data to a different data collection.

                              Currently there is no way to move a custom data field to a different data collection (tab). As we build our system I often need to move them as our data we want to identify grows.

                              0 votes
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                                0 comments  ·  Admin  ·  Flag idea as inappropriate…  ·  Admin →
                              • Inactive contact cards

                                Would be great to have an option to inactivate contact cards. Where a contact is no longer in use and has trust accounting records against it they can no longer be deleted.

                                Would be good to have an option to tick if the card is no longer active which would remove it from the immediate "Active" contact card list views.

                                3 votes
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                                  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                • Option for multi-row Boolean Custom Data fields to default to checked (or 'true')

                                  When creating a custom data collection with multiple rows of boolean data fields, there needs to be an option for the data/checkbox to default to true/checked when displayed.

                                  For example, if a list of 30 items is going to be fully checked a majority of the time with only slight variations, it would make sense to have the option to default results to 'true', and allow users to scroll through and uncheck 2 or 3 items, rather than having to go through a list of 30 items and place checkmarks in the box every time.

                                  3 votes
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                                    0 comments  ·  Workflow  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Be able to 'Protect' Trust Monies

                                    A function that allows a certain amount of trust funds to be 'protected' or 'locked' so as to not be applied to an invoice as it may be a retainer or for barrister fees etc.

                                    110 votes
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                                      8 comments  ·  Trust Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                                    • reports and or

                                      Please add and or options as boolean search string options.

                                      This would be helpful from the list view in filters etc etc.

                                      Where this is part acute is where you want to select lawyer acting and assiting. Where values are in both; none or either.

                                      3 votes
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                                        0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Implement "live search" functionality when typing in addresses

                                        I would like the "live search" functionality when typing in addresses so that I don't have to type in the whole address including postal code.

                                        1 vote
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                                          0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Prompt for time entry

                                          Prompt to create a time entry after documents are generated/updated. Either through the plugin in Word or after they’ve been generated or uploaded

                                          1 vote
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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