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Ideas & Enhancements


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Unsaved Changes prompt should populate child items.

If you get the Unsaved Changes warning box when marking a checklist item done and click Yes on that box, your checklist item will be marked done, but the child items that feed off from that parent item will not appear. You have to save a change to...
Guest about 3 years ago in Checklist 0

Status Column does not have the same text color by default

By default, the Status column of the checklist (Open, Done, N/A, etc.) does not have the same text color as the rest of the checklist item, making it difficult to see the status when the item is colored with a dark color (such as the red we use fo...
Guest about 3 years ago in Checklist 0

Edit the Date first in a case and you can't save.

On occasion, if the first thing you do on a case’s tab is edit a Date field by pressing the Up or Down keys, you will not be given the opportunity to save the change, or any other changes to that tab or that entry, until you close the window for t...
Guest about 3 years ago in General 0

Be able to select the numbers on the general information when searching

When you search for a party name, the general information window in the bottom left has a list of phone numbers. Can we be able to select the phone numbers to be displayed there so you do not have to keep pressing the drop down arrow. This will sa...
Guest about 3 years ago in General / Search 0

Copy the Payment and Adjustment Fields from Value Tab

User would like to be able to right-click and copy the adjustment and payment fields on the Value tab
Guest about 3 years ago in General 0

Document uploaded in case tab to be link to other tab such as litigation tab

Ticket Number: 40287 Spoke with Sarah she was wondering the document she uploads in the case tab should be also shown i the litigation tab if they are related. So once the document is uploaded in case tab and she filled out the form in litigation...
Guest about 3 years ago in  1

Have Negotiations List Automatically Expanded

Would like to have the Negotiations list automatically expanded so you can see all of the negotiations listed
Guest about 3 years ago in General 0

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law
Guest about 3 years ago in General 0

Add Ability to Have Custom Folders in Messages

Would the like ability to have custom folders in messages to organize their messages
Guest about 3 years ago in Messages 0

Needles Report Parameters

Report Parameters can not be "Reset" after running a report - I open the standard "Records Outstanding by Provider" report. I enter a value for the "Provider Name", click search and then select a provider from the table. At this point the "Reset" ...
Guest about 3 years ago in General 0