CLOUD: ability to send document straight from the document tab
The client want to be able to send document straight from the document tab. If they are able to do document send then it should be able to send documents via email as well rather than downloading it and then attaching and sending it.
Cloud: The search function should be able to ignore "The" in a provider name.
(Michael Melonakos - mike@scinjuryattorney.com) Many law firms and providers' names start with "The" - for example, my law firm is The Melonakos Law Firm, LLC. . . so if I go to search for my law firm to add to value tab, and I type in Melonakos ....
#85083: Alexis Napier (David and Associates) When searching a client the search screen shows the city where the client lives. It would be most helpful to our practice if it showed the office that this case belongs to which we note under the case t...
When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided:
1. All parties' full names in the respective cases
2. Summary (case tab)
3. Role
4. Name of Case Manager
5. Or...
CLOUD: DTF to be created if the transaction is below $1.00
When a user enter a case expense in the value tab and they create a transaction, if the value is below $1 the toggle for cents doesnt show. The DTF toggle only shows up if the value is above $1. The user uses cents to pay stamps to USPS which is w...
#84103: Ian Waldron (ian@davislawgroupseattle.com - Davis Law Group, PS) "The intakes by case type tile is great but it needs an area for a summarized total of all intakes in that view. For example, the total intakes in the view in my attached scr...
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