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Feature Requests

Keyboard response for dropdowns
When tabbing through fields make it possible to "keyboard select" an item from the single select fields. Example...when adding a new client, after entering the household name, tabbing to the state field currently requires "mousing" to select a state. A tap of the "C" key should populate with California, the first "C" state in the list. Tabbing from there to Tax-Filing Status, a tap of the "M" key should pull "Married Filing Jointly", etc.
2
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Enhancement
·
planned
Wealthbox integration
Integrate with Wealthbox to sync client contact information, notes, and tasks
1
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New Features
·
planned
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