Ideas & Enhancements

2 Vote

Ability to Lock Columns for User Defined Tabs like the Records Request

It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.

Created 09 Jan 15:16

1
4 Vote

Activity Feed updates in real time

There is a tremendous lag in the updates on the activity feed, 3 to 4 hours in some cases. This tool would be more beneficial if there wasn't as much lag and if it would auto refresh as well.

Created 22 Feb 20:14

0
3 Vote

Quick Add Dropdown List: Add New Event to the List

Add New Event to the Quick Add dropdown list, so that you can create a calendar event from any screen.

Created 31 Jul 00:37

0
6 Vote

Add a Party Name Column to the Browse Documents screen

This would be very helpful so you could see what party the document is associated with.

Created 31 Mar 12:40

0
8 Vote

Mass Update Notes from one case to multiple case

No description provided

Created 12 May 17:47

0
4 Vote

Activity Feed for Provider Card

It would be great to have an activity feed for just the provider card information - like address, name, phone number, etc. When replacing duplicates, it can sometimes be hard to determine which card has the most updated information. It often takes...

Created 16 Feb 19:57

1
6 Vote

Advanced Search > Using date functions (e.g., past 30 days)

I hope this makes sense, but I'd love to be able to create (and save) an advanced search using date ranges that vary based on the current date. For example, a search that shows new cases opened in the last 30 days, 60 days, etc (instead of having ...

Created 29 Mar 21:56

3
9 Vote

Tag multiple emails to the same case in same step

If I'm going through my inbox and finding a bunch of emails that all need to be tagged to the same case with the same note topic, I should be able to hold down "control" key and select those emails in Outlook, then hit "tag email" and tag them all...

Created 25 Nov 22:19

0
9 Vote

Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member

Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...

Created 20 Nov 22:25

General

0
1 Vote

Ability to transfer Case calendar events prior to new calendar to Outlook

Case Calendar events which were created before the new calendar implementation are not accessible. This information may be relied upon for case specific events Provide a way for us to: -View, access, and receive updates and reminders on these events

Created 14 Jun 14:53

2