Several of our clients have multiple rental properties and we need to dissect the various properties. Essentials would be an ideal tool for this, but we don't seem to be able to segregate transactio...
In response to Suja Pillai,
1. Managing in budgets, services and expenses of multiple contract cases
2. Tracking services and expenses to their associated contract
3. I prefer the term "Project" or "Contract", but "Jobs" is fine
4. Psychological services: clinical, forensic and organisational
The feature would need to let us customise fields. For example, I would need to create fields for "Case Manager", "Case Number", "Date of Injury", for one type of job and "Plan Number", "Plan Date" and "Funded Amount" for another type of job. It would be most useful to let us set up a template for each type of job that we deal with. For example, a template for a clinical contract would be created to have different fields than a forensic template. Let us break a template with custom fields and let us name and save it.