Ideas & Enhancements

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...

The items within the Case Documents tab have user defined information on them but there is no way to edit this information, as the Case Documents tab is not selectable in the layout manager. "Document Fields" may have been intended for that but th...