Change default search type to "contains" vs. "begins with" (in grids)
"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Remove the conflict check on phone types, specifically for "Mobile"
You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
User would like to be able to mass update the class type in the case tab
Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases
Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?
When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.
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