Ideas & Enhancements

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
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