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
    December 13, 2023 04:33

    agreed

  • Guest commented
    June 21, 2023 14:57

    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
    April 12, 2023 15:01

    agree

  • Guest commented
    January 21, 2021 15:56

    Great!

  • Guest commented
    January 20, 2021 17:40

    need

  • Guest commented
    January 20, 2021 16:58

    Great idea!

  • Guest commented
    January 20, 2021 14:36

    Much more organized this way

  • Guest commented
    January 19, 2021 16:29

    Good stuff

  • Guest commented
    January 18, 2021 18:57

    great!!!

  • Guest commented
    January 18, 2021 16:09

    Good idea!

  • Guest commented
    January 18, 2021 15:54

    Good thinking!

  • Guest commented
    December 30, 2020 20:32

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

  • Guest commented
    December 30, 2020 20:31

    Yes! Please do this, I love the idea.

  • Guest commented
    December 29, 2020 18:17

    Love it!

  • Guest commented
    December 29, 2020 17:10

    Good idea!

  • Guest commented
    December 29, 2020 16:17

    Great!!!

  • Guest commented
    December 29, 2020 15:27

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