Our customers made these suggestions for improving Amicus Cloud. Suggestions for improving Amicus Cloud.
Abacus encourages and welcomes your suggestions for the improvement of Amicus Cloud, and thanks you for all of your ideas. You agree that in making those suggestions you recognize that Abacus is not obligated to compensate you for them, and that any intellectual property in them passes to Abacus. You also commit that in providing Abacus with any such suggestions you are not infringing anyone else’s intellectual property, and will indemnify Abacus and its employees, officers, directors, and affiliated companies, for all claims, damages, losses, liabilities, costs and expenses should it ever be held liable for using your suggestions.
Allow two names like a husband and wife John Smith and Mary Jones as addressees and file names,
The spouses could be treated like a company name, just a descriptor or as two joined contacts. Similarly, the billing party might not be the client, Give more ...
Allow copy and paste of contact fields
Allow copying data from contacts to another contact, so one does not have to retype the entire entry if adding an other contact from the family or a firm
Adding Different Contacts From The Same Organization
Every time I have to add a new solicitor or prosecutor or probation officer, I have to re-enter all of their business contact info, which is exactly the same business ...
Set a primary phone number
Let me set a primary phone number rather than always showing the contact's business number when I view their matter.
Middle Names For Contacts
Creating legal documents often requires including middle names, but the Contacts doesn't have middle names.
Run Referral Source Report
We can enter the referral source in each file but currently cannot run any kind of report to summarize referrals.
Add picture to contact
I would like to be able to add a person's photo on one of the contact pages
Resize windows
I'd like to be able to click and drag on the bottom right corner of a window and resize it so I have more visibility on my large monitor.
Add ability to cut and paste Name and Address from first screen in Contacts
Add ability to cut and paste Name and complete Address from first screen in Contacts screen with mouse
Reports on customized fields
Given the extensive customization we can do, it doesn't do us much good if we can't run reports on that information. Example: we send birthday cards to clients, it ...
Save emails to Contacts and link calendar to contacts
Allow emails and documents to be linked to contacts. This will enable Amicus to keep a better record of notes/emails/correspondence for potential clients and clients ...
Categorize contacts
Ability to create categories for types of contacts that can be searched and sorted
Linking Emails To Contacts
In addition to linking emails to a specific file, can we also link emails to a specific contact? Because not all emails relating to Mr. X or Ms. Y are to/from those ...
Allow Potential Clients To Input Information
It is duplication of work for potential clients visiting me for the first time to fill outan extensive client questionnaire and then later have to pay a paralegal to ...
Add ability to define role for a contact
Some contacts have permanent roles that will not change. For instance, a police department will always be law enforcement, a D.A. will always be a prosecutor. Adding ...
Phone Numbers
When you go to the box to enter phone #'s - have the mask already in place to add the dashes so all the person has to is type numbers
zip code
When entering a new contact's address, it would be cool if that state would auto-populate once a valid zip code is entered.
Allow option for state abbreviation in addresses
Allow option for state abbreviation in addresses so they don't populate as fully spelled out states in forms.
Suffix in contacts
Can we please have a suffix on the various contacts? We deal with different doctors (MD, DMD, DO, DPM, etc...) and it would be nice if letters addressed to them ...
Contacts hyperlink to scan of License
Add where a scan copy of the contact's license/ID can be uploaded and attached as a link in the contacts section
Allow User Preference for "Show As" contact field.
When creating a new contact, there is a Show As field which populates with different options after filling in some contact name info. It seems to default to first ...
Customize default for Contact Address
Addresses for contacts default to Business. All of mine are Home. Allow the default to be set to either Home or Business.
Enable ability to include middle name in contact card, but hide in file display view
I want to include complete legal names in the contact card without the middle name having to show up in the file view as some clients have many middle names and this ...
E-mail Distribution List(s) for Primary Clients:
Necessary for firm-wide policy announcements and holiday/vacation closure, or new billing policies, etc. E-mail distribution lists should be automatic based on ...