Ideas & Enhancements

2 Vote

Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.

Created 17 Mar 17:22

General / Search

0
2 Vote

Ability to click/drag open windows to reorder them

It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...

Created 17 Mar 15:46

General

0
1 Vote

Myoffice Tupperware

This post will explain Myoffice Tupperware com login. Are you trying to find the Myoffice Tupperware login page and not able to discover the web website? So, go through this short article mindfully and get every information about My Tupperware Log...

Created 19 Jan 10:55

1
2 Vote

Neos - Search Provider Notes

The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.

Created 15 Mar 17:31

General

0
2 Vote

Add option to add provider from a blank search

I cannot add a new provider from the search screen. Once I complete the search and nothing comes up there is no button to add.

Created 15 Mar 14:35

General / Search

0
3 Vote

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.

Created 10 May 15:57

General

0
1 Vote

Change default provider usage listing to open slash closed rather than default to open only

Firm-wide, 99.999% of the time we use "list provider usage" we have to remember to change the dropdown from "Open" to "Open/Closed." Please make it possible for our firm to set the default to "Open/Closed" so we don't have to change this every tim...

Created 18 Jan 20:34

0
1 Vote

Click target area to readjust columns too small and off to right

Makes it very cumbersome to readjust columns, you have to get your mouse exactly in the 1 spot where the cursor changes to allow column adjustment. Also the target is way off to the right so it makes it seem like the column cannot be adjusted unle...

Created 18 Jan 20:23

0
2 Vote

Allow Users to Access All Bookmarks without Having to Switch Tabs in the Word Add-In Drop Down Menu

It would be helpful to have access to the whole suite of bookmarks in the Microsoft Add-In without having to constantly go back and forth on the drop down menu to land on the correct tab. This makes template creation tedious and take a whole lot l...

Created 14 Mar 19:46

General

0
3 Vote

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.

Created 07 May 20:42

General

0