From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
As it stands, there is no way to add a note under contact emails or phone numbers in the event that there are multiple contact persons on a specific case. our only options are "personal, business, mobile" and no room to add a note as to what each ...
Needles Addin - Post Date and Time of Email instead of Note
Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.
Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type
Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.
Do not allow Zeros (0) Dollar Values to Auto Populate in the Values Tab
#206133 We need a workaround for the dollar amounts that auto populate in the Award Tab's Fields. It auto populates zero dollar amounts which throws off my reports. Steps Taken to Identify Issue -connected via t.v. -walked through her user defined...
Show client names when searching provider usage & create report
When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...
In the desktop version, when the outlook add-in tagged a case, there was an option to "go to case" in the add-in after tagging. I don't know if that's possible, but it would save SO MUCH extra clicking and typing, as we often have to DO something ...
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