Ideas & Enhancements

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section.


Please see attached screenshots showing how contact info blocks cannot be added to dynamic section. I have my dynamic section set up but it's only helpful for Party fields that don't have the word "(block)" on them.


This is bad because we need to be able to add multiple parties at intake stage so we can do conflict checking in real time. The contact info blocks take up a huge amount of space and make intakes hard to use.


Sometimes there are multiple defendants, sometimes there are several guardians involved on behalf of a minor child. We need to be able to track everyone involved from the beginning so if an intake turns into a case we already have the parties set up and ready to go.


We purchased Intake PRO with the goal of adding dynamic sections for additional parties. Please update so contact info blocks can be customized in this way.

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  • Mar 5 2024
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