Notes and Transaction Tracking

Notes and Transaction Tracking2018-07-30T21:37:58+00:00
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Notes and other transactions can be tracked on all cases and parties or persons.

If you  like an automatic timer can start the moment you select a new note.  If you get another call, stop one timer and start a new one on the next call!  Notes can be “cloned” to other transaction types, such as Time or Tasks (ToDos).  Preset codes can automatically trigger other transaction codes.  User defined rules allow you to determine what items are triggered for specific types of note or transaction entry.  You can even customize you entry screen.

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  • Virtually unlimited description
  • Preset transaction codes and shorthand codes
  • Codes can be restricted by case type or client (Code Groups)
  • Clone transactions to other types of transactions
  • Automatic Timer available
  • Spell Check available
  • Thesaurus available
  • Workflow triggers
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Time Tested for over 30 years & enhanced by over 10,000 users!

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