Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
24
Already exists
33
Unlikely to implement
15
Planning to Implement
11
In Development
3
Shipped
102
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
1
Vote
Double Clicking on Provider Link
Add the ability to double click a Provider Link without the preview pane on the right side appearing as it normally would with a single click.
Created 14 Jul 19:07
0
1
Vote
Change order of contact numbers in a user defined tab
Add the ability to adjust the order of the contact numbers for a provider inside of a user defined tab.
Created 14 Jul 19:03
0
2
Vote
Cloud - Add Party Name Column to Case Notes Master Report Template
Report displays case number but does not have a column to display party name attached to that case making it harder to tell the difference between each case.
Created 06 May 15:28
0
2
Vote
Ability to add a checklist item from the Checklist Summary or Needles Today screen
It would be nice if you didn't have to go into a case to add a checklist item when you are in the Checklist Summary or Needles Today screen. It would save time and keystrokes.
Created 05 May 17:18
Checklist
0
2
Vote
Cloud - organize filters
When opening report, filters are in no logical order as start and end dates are not near each other amongst other filters
Created 04 May 19:51
1
2
Vote
Cloud - expand messages notes box
It would be easier to read and write messages if the box can be expanded just like the notes tab within a case.
Created 04 May 19:26
Messages
0
2
Vote
Cloud - ability to create dashboard for multiple staff assigned to a case
Should be a dashboard or report that can be created, or already created, where anyone can see what cases have any 2 or more staff members assigned to one case.
Created 04 May 19:01
0
1
Vote
Allow users to access their own transaction logs in Trialworks
It would be very helpful if each user could access their own transaction logs, in the event they make a mistake and need to correct it.
Created 12 Jul 16:05
0
2
Vote
Cloud - Change Staff Code
It would be nice to be able to change the staff code after the staff has been created.
Created 01 May 17:05
General
0
2
Vote
CLOUD: add a column for template source on the document setup screen.
CLOUD: add a column for template source on the document setup screen. The user was the tempalte source to be viewable on the document setup screen so he would know if it has a file path or not. Makes it easier when he goes through the list and doe...
Created 01 May 14:26
General
0
« First
‹ Prev
…
239
240
241
242
243
244
245
246
247
…
Next ›
Last »