Ideas & Enhancements

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.

Sorting order of the integrator does not transfer to QuickBooks in the same order

User has a hard time trying to filter for checklists, because only Blank, Open, Done, Open/Done filter options are available for Status. The user needs an all-inclusive Status filter that includes All (Open, Done and Blank) Alternatively, the user...