Ideas & Enhancements

on calendar, please put the note or part of the note as visible when you hover over the calendar item so we can quickly see what a meeting is about without the need to open each calendar item.

Merge docs can show only the PARTY ID NUMBERS #1-6, But it can't display what it IS (usually race or handicapped status).

Create a Message For Case directly from the Search Engine (Similar to the Add Note button on the Search Ribbon.)

1. Make "Type of Feedback" required - states that he often forgets to make a selection 2. Give the ability to attach images/screenshots - since he cannot attach these it requires additional emails to get them to us.

Too much clicking to select parties and providers on PDF merge Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.

Value Tab's Provider Info and Transaction Summary areas not intuitive in layout Client suggests that the Provider name and Code are the most important fields and should be filled in first and clicking out of one should lead to the other, or maybe...

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the special...