Ideas & Enhancements

5.0 generally seems to require a lot more mouse clicks than 4.x. Taking your hands off the keyboard and over to the mouse is cumbersome. This is especially an issue me when generating a document. For example, searching for the document, you have t...

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at on...

Expand the size of the comment text box for user defined tabs.If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data i...

it makes it easier to open up a folder and navigate to the file instead of opening file by file

Hard to see characters, wants to make them bigger without changing settings in Control Panel that affect other programs.

Add ability to toggle through notes with a front/back arrow as in 4x and 5x

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.

This would be beneficial for users, because they could clearly see if a calendar event is cancelled or rescheduled.