Ideas & Enhancements

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful to be able to enter it once, duplicate it and make changes only to the unique fields (i.e. the demand title). Right now, the Bulk Actions only allow you to copy or move the entry to another case.

  • Guest
  • Feb 21 2024
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  • Guest commented
    10 Jul 13:07

    This would make it quicker to request records, instead of having to copy/paste and verify it's the correct provider each time!