General | Ideas & Enhancements

2 Vote

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

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Always show Search Box

I use the "Search" al lot and would like to see the search box (search criteria section) always visible in the ribbon. It seems that there is plenty of space available for this important feature.While I realize I can pull this into it's own Window...

Add the Provider ID number next to the provider name on the records tab

On the Records/Request Form please add the Provider ID to the right of the provider name. We have a number of providers with the same name and different details (eg billing vs records) and this would be helpful in differentiating the similar Provi...

Note Tab

The Notes tab and notes are deficient, inefficient, and insufficient. All notes made anywhere in a case under any tab should be cc to the note tab, with a label from which the note tab came. This would allow better centralized control of case info...

Add ability to add multiple parties to a case at once

Needles 5 should have the ability to add multiple parties to a case at once for Mass Tort cases

Editable Intake Date

The intake date field on the case tab is an editable date field but while it is still an intake it is just a locked bit of text. The date on an intake should auto-populte with todays date like it does now but you should also be able to edit the fi...

Value Tab

The Value Code field really should be first on the value entry screen from top to bottom, left to right, before the Provider information, especially when you have a code like DTF that can auto-fill the provider. When you set the Value Code of an e...

Created 26 Aug 16:34

General

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Ideas & Enhancements

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Add Ability to See When RTF Used in Notes Grid

Phone number type should be an editable mini directory

Drop down selection for time in calendar

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

Always show Search Box

Add the Provider ID number next to the provider name on the records tab

Note Tab

Add ability to add multiple parties to a case at once

Editable Intake Date

Value Tab

Filter by status

Filter by category

Identify yourself with your email address

Add Ability to See When RTF Used in Notes Grid

Phone number type should be an editable mini directory

Drop down selection for time in calendar

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

Always show Search Box

Add the Provider ID number next to the provider name on the records tab

Note Tab

Add ability to add multiple parties to a case at once

Editable Intake Date

Value Tab