It would be wonderful to have a checkbook/accounting function within Crystal. Is this in the works at all? We switched from OPTO, and are still using their system for the accounting section, but it's difficult to keep all the information updated when our primary system is Crystal.
Melissa, I certainly second that. The concise and simple income statements is one thing we miss in the OPTO program. CrystalPM is a wonderful EHR program and hope that there are plans to become even better with the addition of an integrated bookkeeping system. I also would like to hear about this if it is in future Crystal PM plans. Thank you for your post on this subject!