Ideas & Enhancements

Creating a fresh Case does not give it a Qualified Status. Giving Cases that are made from the "Add Case Option" a Qualified Status would allow specific reports to run more accurately and with more detail Currently, the only way for a case to have...

It’s one thing to have a company with top-tier talent. However, it’s another to make sure that this talent cronus zen is fitting into roles that maximize their ability to excel.

When we try to generate a document and select a provider, multiple of our entries share the same full name. We are unable to change them as our clients require us to us the exact name, IE Las Palmas Medical Center instead of Las Palmas Medical Cen...

If I receive a random email from someone with a document, I can save the document, but it gets saved with whatever name the sender names it, which never matches our protocol for document naming. In addition to selecting the categories, we should b...

RingCentral has a Conference call and video feature. This would allow firms to have a conference call with client in which they are able to see them on Video as well. This would help as some clients are unable to come to the office. This would als...

A print icon should be added to the Provider card so it can be printed

Printing of the Negotiations entries is a simple thing -- it would allow printing a summary of negotiations entries to be put in a file for easy reference or sending to a client

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...

Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.

While it is nice to see all the general documents being added, this would be helpful to know what case the document is associated with. Also, if from this tab, we could then go into that case, that would be even more logical and helpful. As of now...