Ideas & Enhancements

2 Vote

Case Title in Messages

Not all firms use the Case Number or Party Name to identify a case, so it would be nice if the Case Title populated in a message sent from a case to help with identification.

Created 27 Nov 20:55

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2 Vote

Create Message Drivetly from Insurance Item Card

A very large percentage of our calls, and thus messages, are from Insurance Agents. I would like to be able to open the insurance tab for a case, select the record and then press a button (in the record?) which creates a message that defaults t...

Created 29 Aug 19:35

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2 Vote

Focus should return to Messages tab after viewing an email.

Focus should return to Messages tab after viewing an email. Viewing and deleting a message sets focus to the last tab that was opened, not the Messages tab. This causes the user to have to make extra clicks to get back to the message list to conti...

Created 10 Jun 14:26

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2 Vote

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.

Created 09 May 20:47

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1 Vote

is there is a quick way to implement milestone update messages for case managers to quickly send to clients?

No description provided

Created 09 Mar 22:22

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