New Feature Requests

The dashboard should be a snapshot of everything CC. In order to enhance useability, can Recent Matters, Your Time This Week, Recent People, Recent Payments, etc. be clickable to the page if we want to view all results within grouping?

Per Patricia Crawford is there a way to increase the font size on invoices? I have one client who has very poor vision and requests a much larger font on any correspondence we send. I was just wondering if there is a way to edit the font size on invoices. It is quite small, and to be honest, if I were receiving the invoice myself, I would prefer the font to be a bit larger.

There are cases where and inconsistent use of "Your" and "My" in Clever Case.

TrackDrive is NOT assigning a role for new People records it creates and hasn't for quite some time. Therefore all of those new People records do not have a "Client" role when they are auto created by TrackDrive in Clever Case. It's a pretty big problem for conflict checks and pulling attorney people lists

On new timecard modal the description and categories are truncated

In the time widget, the newest time entries appear at the bottom of the time widget list which is just opposite of what would be expected. So if i need to stop or start a timer later in the day I have to scroll down the list to find the last entry as opposed to seeing them appear from most recently edited to later edited entries. Perhaps not a bug, but it is not intuitive.

A quick 'Recent Matters' list under Matters (can also be hyperlink to Recent Matters in Dashboard, or a "see all" link there). It's frustrating with only 5 viewable recent matters in Dashboard, most of the time, the matter I want to select is prob the 6-10 recent, so I have to look up the matter by matter ID or person. I think it would be beneficial to have a list where you can view all matters user was in (regardless if they are listed on the matter, or if the matter is closed). Its extra time/brainwork thinking of the person's name or finding a matter ID listed somewhere so you can search when you know if it was within the last 2 days, you can easily view all your matters you were "in/viewed" (regardless if edited) two days ago. The list can have a column for time stamp of when last viewed the matter (2 hrs ago, or 5 days ago or just by date) and also the stage of matter (consultation, open, closed)

Listed under left tab under Matters as "My Matters". This would be different than an all Matters and filtered by user because, it is only by individual user. This would be a quick matter view to see all opened matters that user has.

As an attorney approving invoices, I want to know if a client is past due on their payments or does not have sufficient trust to cover their invoice so that I can adjust the bill or contact the client in an additional way to collect payment.

The sort order for People (People-> All People), Matters and Timecards (Time -> Organization Time, Time -> Your Time) should be consistent between first visit and subsequent visits