Ideas & Enhancements

Document Coding - Add "Default" Phone Option on PARTY Tab

While coding for Word or Adobe documents, it is essential to include the option for a 'Default' phone number under the PARTY tab. Currently, the PARTY tab provides default options for address and email but lacks this functionality for phone number...

Created 23 Jan 21:03

0

3 Vote

Table Split for Value Tab

The ability to navigate through value entries in two separate lists to help with managing long list of value entries. Marking an entry at the top of the list and scrolling to mark an entry hundreds of rows down the list is inconvenient especially ...

Created 08 Jan 19:37

0

17 Vote

Add option to auto mark all checklist items as done after closing a case/ intake

Add the option to auto mark all checklist items that are still open in a case/intake to done after closing said case or intake

Created 12 Jun 13:27

1

27 Vote

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

No description provided

Created 11 Jan 17:35

1

13 Vote

Allow autofit column setting or length of columns to be saved in the documents tab

Allow column changes like the length of the name column within the documents tab to be saved so the size of the column does not reset when closing the tab.

Created 07 Aug 20:19

0

2 Vote

To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time

Created 29 Nov 17:18

7

Ideas & Enhancements

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Document Coding - Add "Default" Phone Option on PARTY Tab

Table Split for Value Tab

Add option to auto mark all checklist items as done after closing a case/ intake

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

Allow autofit column setting or length of columns to be saved in the documents tab

Calendar customized Work Day Schedule

Intake Conditionality - Hide Parties

Copy Party on intake to from party 2 to Party 1

Copy Address on an Intake

To have staff emails auto populate in the drop down along with the parties email in the case notes section

Filter by status

Filter by category

Identify yourself with your email address

Document Coding - Add "Default" Phone Option on PARTY Tab

Table Split for Value Tab

Add option to auto mark all checklist items as done after closing a case/ intake

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

Allow autofit column setting or length of columns to be saved in the documents tab

Calendar customized Work Day Schedule

Intake Conditionality - Hide Parties

Copy Party on intake to from party 2 to Party 1

Copy Address on an Intake

To have staff emails auto populate in the drop down along with the parties email in the case notes section