Ideas & Enhancements

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
2 Vote

CLOUD: Mass text to the client

CLOUD: Mass text to the client. The user want to be able to mass text the client information such as newletter or a thank you text short of.

Created 30 Apr 17:15

General

2
2 Vote

CLOUD- filter to one employees calendar

For firms that primarily use an attorneys calendar they want to have the option for it to default to that persons calendar when they log in.

Created 27 Apr 17:06

0
2 Vote

Cloud: Provider information

When viewing the provider card from the counsel tab, insurance tab or any list tab it shows only the first number entered in the provider card and not the multiple numbers. What if the first number is the fax number it shows the fax number which t...

Created 23 Apr 13:46

General

0
1 Vote

Note at top of case type needs its own permission not tied to the notes tab of a case

Beneficial for users to make pinned notes at top of case tab. Users should not have the ability to modify other staff members case notes, only their own. Currently the permission is tied to the notes tab which allows users to alter any note of any...

Created 08 Aug 16:54

0
2 Vote

Shot Cut Keys

Add short cut keys to maneuver through the program. Says time

Created 21 Apr 17:50

General

0
2 Vote

Cloud - Add suggestions for tagging emails

When going to tag an email in OL to attach to notes in case, it would be helpful to provide a list of suggestions to tag from recent tags used

Created 21 Apr 16:00

0
2 Vote

Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.

Created 17 Apr 19:51

Checklist

0
1 Vote

Neos | Add the ability to view notes individually if they are within a thread/email chain.

The recent Neos update changed the notes tab to allow for email threads to be tagged and viewed. We would like to have the ability to toggle this functionality or to at least view each email in the tagged thread individually instead of having to s...

Created 04 Aug 17:43

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