Office Wants Updated
Posted: Wed Aug 20, 2003 3:38 pm
Dear Michael,
Thank you for the information!
I was asking the staff what they would like to see in A1. I have categorized them in order of importance.
Important:
-Check Writing Program/Integration with Quickbooks
-Easier Money Records/Fee Tracking/Summaries (For easy money summaries and cost status)
-Specific Fields/Area for Statute of Limitations (SOL) and Judgement Renewal (PI) dates (every ten years) with automatic setable reminders (Auto-remind 1 month before, etc.) - Plus able to print up a SOL list from month to month
Wanted:
-Another pleading format almost exactly like the first but with the top margin moved down 1 inch (to allow for top hole punching).
-Several A1 Features when Printing Auto-default to the default printer (Envelopes, Case Activity, Tasks, etc.) - Want this feature changed so that there is a system option to not auto-print/select to default.
-In the Rolodex Entries - A Prefix/Suffix to the Firm/Corp Line that would be merged into Form Letters if they exist. These would be used for Attorney Entries like "The Law Firm of Johnson and Johnson, A Professional Law Corporation". Prefix: The Law Firm of, Suffix: A Professional Law Corporation
-Want Prospect Letter formatting to transfer over to into Prospect Notes
-Calendar in PDA format
Annoyances:
-Multiple Printing Issue with A1 Pleadings
-Scroll Bar in Form Letters (Move it by clicking on Bar - Bounces back)
Thanks again!
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131
Thank you for the information!
I was asking the staff what they would like to see in A1. I have categorized them in order of importance.
Important:
-Check Writing Program/Integration with Quickbooks
-Easier Money Records/Fee Tracking/Summaries (For easy money summaries and cost status)
-Specific Fields/Area for Statute of Limitations (SOL) and Judgement Renewal (PI) dates (every ten years) with automatic setable reminders (Auto-remind 1 month before, etc.) - Plus able to print up a SOL list from month to month
Wanted:
-Another pleading format almost exactly like the first but with the top margin moved down 1 inch (to allow for top hole punching).
-Several A1 Features when Printing Auto-default to the default printer (Envelopes, Case Activity, Tasks, etc.) - Want this feature changed so that there is a system option to not auto-print/select to default.
-In the Rolodex Entries - A Prefix/Suffix to the Firm/Corp Line that would be merged into Form Letters if they exist. These would be used for Attorney Entries like "The Law Firm of Johnson and Johnson, A Professional Law Corporation". Prefix: The Law Firm of, Suffix: A Professional Law Corporation
-Want Prospect Letter formatting to transfer over to into Prospect Notes
-Calendar in PDA format
Annoyances:
-Multiple Printing Issue with A1 Pleadings
-Scroll Bar in Form Letters (Move it by clicking on Bar - Bounces back)
Thanks again!
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Mammano, Strasser, and Silva
www.injuryatwork.com
(909) 889-1131