Ideas & Enhancements

1 Vote

Ring Central's Call Log should support the ability to create an appointment from the call log

Ring Central's Call Log should support the ability to create an appointment from the call log

Created 05 Apr 18:22

0
1 Vote

Ring Central should support the ability to update the contact record from detail pane

Ring Central should support the ability to update the contact record (phone numbers, emails, etc) directly from the detail.

Created 05 Apr 18:19

0
1 Vote

Ring Central should allow all contacts associated with a case

Ring Central should allow all contacts associated with a case to appear as a selection, not just the party contacts.

Created 05 Apr 18:16

0
1 Vote

Ring Central ability to add a new contact record directly to a case

Ring Central should ability to add a new contact record directly to a case from a button on the detail window.

Created 05 Apr 18:14

0
5 Vote

RingCentral Integration

Please integrate with RingCentral VOIP system. See: https://developers.ringcentral.com/ and https://www.ringcentral.com/apps/ for click-to-dial, and call analytics & logging.

Created 27 Aug 17:47

Integrations

1
4 Vote

Support the changing of staff email.

Please add support for changing the email address of any staff and preserving the historical calendar item assignments made to the old address. When changing a staff email, it would be best for the calendar event's in the system to update, and ref...

Created 20 Jul 17:43

0
4 Vote

Multiple document generation to include user defined tab such as records/ request

Currently we can only generate multiple documents for parties and providers. User would like to be able to do this for user defined tab such as record request. So they don't have to go one by one

Created 13 Jul 20:57

1
3 Vote

Neos | Have option to upload letterhead within Neos

Instead of having to store the letterhead within a SharePoint library that Neos can access, it would be more convenient to have the letterhead uploaded in Neos similar to the Firm Logo that a tag will pull from on templates.

Created 08 Jun 14:25

0
2 Vote

Document Generation drop down showing only party member names, and not entry information.

When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...

Created 05 May 20:09

1
1 Vote

SPLIT DTF among more than one case

When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.

Created 01 Apr 19:43

0