Fields like "More Info" are vague and hard for us to know how to use. Users in our firm have started adding notes that are all useful info like co-counsel or referred in or out, but I'd rather people use the user-defined fields we have set up for that express purpose. Instead we have same data points going into different fields. This would all be fixed if I had the ability to move certain user-defined fields into the top area of the Case Tab and/or some editing ability for "More Info" field to guide how it is used for our firm and keep consistent good data.
Guest
agree
Fields like "More Info" are vague and hard for us to know how to use. Users in our firm have started adding notes that are all useful info like co-counsel or referred in or out, but I'd rather people use the user-defined fields we have set up for that express purpose. Instead we have same data points going into different fields. This would all be fixed if I had the ability to move certain user-defined fields into the top area of the Case Tab and/or some editing ability for "More Info" field to guide how it is used for our firm and keep consistent good data.