Ideas & Enhancements

1 Vote

Adding a Allow-Not Allow option in the Case Exceptions in Permissions

Add an option to the case exception to have an allowed to see/not allowed to see cases. This would allow people to block access to a whole case type and allow access to one or two cases easily.

Created 31 May 15:21

0
2 Vote

Case Title in Messages

Not all firms use the Case Number or Party Name to identify a case, so it would be nice if the Case Title populated in a message sent from a case to help with identification.

Created 27 Nov 20:55

Messages

0
1 Vote

Add Case Number Column to Check Request Advanced Search

Add a Column for Case Numbers for the Check Request criteria in Advanced Search

Created 25 May 18:45

0
2 Vote

Have ability to default to different search in Post & Send

Firm would like to be able to have a different default for their Post & Send search options

Created 22 Nov 16:43

General

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2 Vote

Re-organize case calendar layout and be able to save the layout

The user want to be able to organize the layout in the case calendar.

Created 19 Nov 19:05

General

1
2 Vote

Add Ability to Mass Merge/Delete Providers

Firm would like the ability to mass merge/delete providers

Created 11 Nov 23:01

General

1
1 Vote

Adding a Qualified Status To New Cases For Reporting

Creating a fresh Case does not give it a Qualified Status. Giving Cases that are made from the "Add Case Option" a Qualified Status would allow specific reports to run more accurately and with more detail Currently, the only way for a case to have...

Created 17 May 13:14

0
2 Vote

Add a Subtotal Button on the Time Tab

Currently, they can only run a report to get a subtotal of time on a case. They would like a Subtotals button similar to the one on the Value tab.

Created 04 Nov 21:32

General

0
2 Vote

Add Ability to See When RTF Used in Notes Grid

Users would like ability to see that RTF was used when in the list view of the Notes tab

Created 28 Oct 20:32

General

0
2 Vote

Phone number type should be an editable mini directory

If I want to add in a Phone type of Emergency, I have to add it manually to each case. It would be good to have the phone type be a mini directory so that I can add 'Emergency' into the list.

Created 28 Oct 15:18

General

0