Ideas & Enhancements

Value Tab

There should be a "last updated date" somewhere on the value tab screen; so that an attorney knows that last time the value tab was updated. We are constantly being asked if the information on the value tab is up to-date because they have no way of knowing otherwise.

  • Guest
  • Jul 15 2021
  • Attach files
      Drop here to upload
    • Guest commented
      July 20, 2021 01:51

      We put a note in the Notes field with the last thing that was done/entered with the Value Item. It automatically dates the entry.