Ideas & Enhancements

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided:

1. All parties' full names in the respective cases

2. Summary (case tab)

3. Role

4. Name of Case Manager

5. Or, even better, a way to customize the results in the way that will best help us determine which case we want to open

  • Guest
  • May 13 2020
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