Ideas & Enhancements

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of the tab. We would like the option to rearrange the whole Case Tab since this is the most important tab.

  • Guest
  • Dec 29 2020
  • Future consideration
  • Attach files
  • Guest commented
    13 Dec, 2023 04:33am

    agreed

  • Guest commented
    21 Jun, 2023 02:57pm

    This would help our firm record data more efficiently in a huge way. Right now for example we love the "Referred By" and "Referred To" fields on the general information case tab. However, we have other info we want to capture in addition to names of referred by and to like fee agreements etc. So we have to spend time clicking and scrolling in different areas of the case to record similar information which is inefficient.

  • Guest commented
    12 Apr, 2023 03:01pm

    agree

  • Guest commented
    21 Jan, 2021 03:56pm

    Great!

  • Guest commented
    20 Jan, 2021 05:40pm

    need

  • Guest commented
    20 Jan, 2021 04:58pm

    Great idea!

  • Guest commented
    20 Jan, 2021 02:36pm

    Much more organized this way

  • Guest commented
    19 Jan, 2021 04:29pm

    Good stuff

  • Guest commented
    18 Jan, 2021 06:57pm

    great!!!

  • Guest commented
    18 Jan, 2021 04:09pm

    Good idea!

  • Guest commented
    18 Jan, 2021 03:54pm

    Good thinking!

  • Guest commented
    30 Dec, 2020 08:32pm

    This is the most important tab for our firm, I would love to be able to have more control over it.

  • Guest commented
    30 Dec, 2020 08:31pm

    Yes! Please do this, I love the idea.

  • Guest commented
    29 Dec, 2020 06:17pm

    Love it!

  • Guest commented
    29 Dec, 2020 05:10pm

    Good idea!

  • Guest commented
    29 Dec, 2020 04:17pm

    Great!!!

  • Guest commented
    29 Dec, 2020 03:27pm

    Please do this. It would be nice to have the case tab fit different firms according to importance.