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How can we make Actionstep better for you?

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  1. Create a plug in for Adobe Reader

    Can you please add a Plug In for Adobe Reader - we are a law firm and use Adobe daily. It is not time efficient having to save a document to our desktops and then upload it from our desktop to Actionstep.

    48 votes
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    • Office Plugin - More distinguishable quick access toolbar icons

      The Office plugin 'Save' and 'Save as' icons look small and nearly identical to each other once pinned to the quick access toolbar. Could they be changed to be more distinguishable from each other?

      5 votes
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      • Add button to re-generate portal e-mail to clients

        Our clients get confused about the portal and often overlook or misplace the initial e-mail that invites them to create their account. On our end, we spend a lot of time switching the portal off and on or trying other tricks to re-generate that e-mail. A simple button that allows system users to re-send portal invitations to clients would make life a lot easier for everyone involved.

        39 votes
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        • trust statement

          It is a regulatory requirement (ACT) that we send a trust statement to every client who had an open trust account in the period 1 Jan - 30 Jun each year.
          It would be wonderful to have a batch statement option to pull out matters that had an open trust account during these dates - regardless of whether that matter is currently open or closed.

          18 votes
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          • Customization of portal notifications

            At present, portal notifications are restricted to the person who activates a client's access to the portal. That person only receives e-mail notifications if the client sends a portal message; otherwise the notification is in the Portal Chat area at the bottom of their ActionStep screen. We would like to:

            A) Designate other team member(s) to receive notifications of portal uploads AND messages (could be on a case-by-case basis or could be assigned to multiple participant types in the workflow), and/or

            B) Have the option to receive e-mail notifications of ALL portal activity by e-mail, including document uploads, so that…

            21 votes
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            • Applying Credits to Invoices

              Clearer way to handle Credits. Currently its quite complicated and every client has a confusion about this.

              It should be a single button to make a credit then it pops up to ask which invoice to apply it to and then click save to effect the credit.

              The way it currently stands is quite complicated

              22 votes
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                2 comments  ·  Accounting  ·  Admin →
              • Sync Actionstep Contacts with Phone Contacts

                Customer frequently runs into issues where she receives a call from a client on her cell phone but doesn't have that client's information saved in her phone. Because of this she sometimes misses client calls or doesn't realize a client has tried to contact her.

                Since Outlook contacts can sync w/ a mobile device customer would like to be able to push clients from her Actionstep database into her Outlook contacts list.

                Allowing the Actionstep app to sync with mobile device contact lists could have a similar result.

                30 votes
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                • Disable portal chat

                  We would like the option to disable the portal chat system-wide. Communications are confusing when clients alternate between e-mail and portal chat, and portal chat messages are only directed to the employee who activated portal access (in our office, this is rarely the person who needs to receive these messages).

                  23 votes
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                    1 comment  ·  Admin →
                  • sync multiple calendars between Actionstep and Outlook

                    The ability to set up several individual calendars within Actionstep and synchronize them with Outlook/Exchange. Have them display as separate calendars in the outlook account

                    7 votes
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                      2 comments  ·  Calendar  ·  Admin →
                    • Ability to create folders within the email tab

                      Often users would like to further categorise emails in their inboxes, sent items folders and draft folders. The ability to create new folders within these places would allow for this.

                      7 votes
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                        2 comments  ·  Email  ·  Admin →
                      • Add a way to track all user activity

                        Timesheets only work if your employee uses the timer-we want to verify time without relying on the employee. The timesheet suggestions don't track everything and this is the closest thing that is available outside of relying on the employee. This would be something helpful for disciplinary, efficiency, and/or training purposes.

                        1 vote
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                        • Shared Tasks

                          Shared tasks. Simply put, the ability to assign a task to multiple people and when it is marked done it is marked done for everyone. Instead of current system which creates the individual task on everyone's list and if marked done by one person still remains on other individuals task list. This would allow people to collaborate. If multiple people are capable of doing said task then first one who is available or gets around to it could complete the task and it could then be removed from everyone's task list and they would know it was completed and no…

                          23 votes
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                            1 comment  ·  Workflow  ·  Admin →
                          • sub tasks / checklist in a task

                            in a task, the ability to insert a checklist or subtasks that are checked off.

                            For eg, a particular part of a matter might require three separate things to be done, but they are all usually done at once. It would be good to have a single task with a checklist, so there's a recortd of each thing being done, without needing three separate tasks.

                            2 votes
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                              1 comment  ·  Admin →
                            • The capability to send appointment notices automatically & documents to fill in prior to the appointment.

                              It would be awesome if actionstep had the capability to send appointment notices automatically & documents to fill in prior to the appointment via client portal and then link to calendar.

                              1 vote
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                                1 comment  ·  Admin →
                              • Adding additional Genders

                                In this age we have more genders than Male or Female. In fact facebook support over 50 types of genders. Whilst I dont think we need to go that far, I do think we need to increase the number of genders available on a contact record and have that be in line with International standards of Gender capture in database systems.

                                9 votes
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                                  0 comments  ·  Contacts  ·  Admin →
                                • Upload Photos direct from phone

                                  It would be really helpful if in your App you could take photos and upload them straight into the action/matter/project that it relates too.

                                  3 votes
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                                  • More ways to organize document templates

                                    As more document templates are being added within action types, we need to be able to restrict the list to more easily find the correct template.

                                    I think the best thing to implement to help find templates would be a feature to group templates together. When creating a document template, it could be an option to put the template in an existing group, or to create a new group. Then, there could be a drop-down underneath the choose template down-drop to list/search only the documents in a certain group.

                                    Also, the search function needs updating. You should be able to…

                                    21 votes
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                                    • Edit auto task name

                                      It would be really helpful to be able to edit the task name of an auto-assigned task. At the moment I seem to only be able to edit tasks manually assigned. Since the task name turns up on time sheets and invoices, it would be good to be able to edit it while it is in task form rather than have to go to your time sheet and edit it.

                                      1 vote
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                                        0 comments  ·  Admin  ·  Admin →
                                      • A report that shows both the fees billed and fees collected per lawyer on one report.

                                        One report showing both fees billed and fees collected for each lawyer. Ideally we could choose a month, or a quarter with a YTD column also.

                                        6 votes
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                                          0 comments  ·  Reporting  ·  Admin →
                                        • Aged Receivables Report

                                          Aged Receivables Report should show past trust balances for the dates that their was a balance. Example: From August 1st to August 4th there was a trust balance of $600. I used that $600 to pay an invoice on August 5th. When I go back and run the AR report for August 1st it should still show what the trust balance was on August 1st. Currently it doesn't do that.

                                          1 vote
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                                            0 comments  ·  Reporting  ·  Admin →
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