I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Add phone number field to General Information that appears when you search for a party
Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Move location of select button when searching for parties/providers
When searching for a party/provider once you click on the record the select button shows at the bottom of the page. Suggest moving this to the top of the page or on the same line as the selected record but to the right of State
When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.
When you run a search and get the results Michael would like to be able to put custom columns into that grid. Specifically in this case he wants the client names to appear.
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