Add ability to remove calendar entries from a party's case calendar tab
Currently, when you remove a party from a calendar entry, the entry remains on that party's case calendar tab. You should be able to move it to another case if it was scheduled in error, or remove it from the case tab altogether if necessary
Advanced Searches: Greater than or Equal To "Today" vs Selecting a Date
Right now when you choose "greater than" or "less than" you're forced to enter a date manually. It would be helpful if "Today", "Next 90 Days" could be an option as well so that I don't have to manually update the report to "today's" date. This wo...
As in the Trial Works (Communications Tab of the Contact Detail), would be great to have an option to see all communication with a specific contact, whether email, phone call or note. We only have the ability to see Provider Usage (cases the conta...
Add Search Contents of Files to the Browse Documents tab.
This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.
Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.
It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
Show full name of contacts consistently across contact cards, cases, views
When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.
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