Ideas & Enhancements

A new layout manager field that acts as a note.

In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.

  • Guest
  • Mar 7 2023
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  • Guest commented
    July 14, 2023 14:11

    Agree with the comment that logically it makes no sense to have the ability in the intake layout manager but not in the case layout manager. This is a critically needed piece for firms who are developing new case types.

  • Guest commented
    June 09, 2023 16:32

    The text box feature that we've always had and was removed in the December update. It's hilarious to me that you have the feature in the intake layout manager (paragraph option) but in the actual case layout manager it's missing.

  • Guest commented
    March 23, 2023 22:44

    Yes this is a critical feature that I have used in setting up user defined tabs in the past. Now that I no longer have the ability to add new instructions/text, I either have to change the names of some of my existing fields (which takes up space when viewing these fields in advanced search) or go without and risk inconsistent data entry. Please add this feature back, or if there is a good reason to remove it please explain why.

  • Guest commented
    March 07, 2023 17:55

    This feature was removed on either the November or December updated and is crucial in providing instructions to staff as they are filling out case screens.