Ideas & Enhancements

There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.

That window that pops up on the right hand side of the screen when you click once on a note is too small/narrow. It makes reading longer notes difficult without going fully into the note. It would be nice if there was an option to have that pane p...

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

It would be nice if you could set a status for the calendar to default to when you are adding a new item.

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 n...

It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.