Add Chronology tab to file navigation to see combined list of items

47 votes

Allow me to access a client file, and then look at notes, tasks, and appointments

Done Matters Suggested by: Todd Steele (27 Feb, '18) • Upvoted: 23 Mar, '22 • Comments: 12

Comments: 12

01 Mar, '18
Jason McGrath
I wish we had more information about what this is specifically asking for, since of course we already have access to all of that by opening a file in Amicus Online?
01 Mar, '18
Teresa Lamb Merged
Ability to view timeline without having to go through the Tools... Reports... Menu.
02 Mar, '18
Michael Kulkoski Merged
Expand chronology view to allow complete details of phone calls, not just the first two lines.
02 Apr, '18
Mark Underwood
I agree. What does this mean?
03 Apr, '18
Thomas Hackert Merged
One scrolling list where all tasks, time entries, calendar appointments, notes etc. would be held in chronological order so that we don't have to click on individual tabs. Ability to open each entry and edit.
08 Nov, '18
Andrew Cummins Admin Merged
Amicus Online already has the "View Chronology" option on each file. This request would appear to be option to expand this further to allow individual records to be opened from the list view.
12 Dec, '18
Andrew Cummins Admin
"Ability to View Timeline of Case in each file " (suggested by Teresa Lamb on 2018-03-01), including upvotes (1) and comments (0), was merged into this suggestion.
12 Dec, '18
Andrew Cummins Admin
"Chronological List" (suggested by Thomas Hackert on 2018-04-03), including upvotes (1) and comments (1), was merged into this suggestion.
12 Dec, '18
Andrew Cummins Admin
"Expand Chronology view to show complete details" (suggested by Michael Kulkoski on 2018-03-02), including upvotes (9) and comments (0), was merged into this suggestion.
20 Dec, '18
John Merged
What good is it to enter detailed notes and print a chronology if the Chronology isn't going to show the entire note?
03 Jan, '19
Andrew Cummins Admin
"Show ENTIRE Note in File Chronology" (suggested by John on 2018-12-20), including upvotes (1) and comments (0), was merged into this suggestion.
21 Jun, '19
Andrew Cummins Admin
ADMIN: We added a "Chronology" tab on file in May 2019 update.