I think the client role should be listed in the cases when you search for them. We sometimes have parents whose children were also involved in the accident and the parent has their own case and listed as guardian in their child's case. When you se...
Neos - Searching for parties with the same name and initial is ambiguous
When parties have the same name and middle initial, the search results look identical. Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party. More context information in the search are...
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almost 4 years ago
in General / Search
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It is silly that with Alphabetic fields, you cannot have the field wrap text. We created a screen to take testimonial information from a client, but the text cant wrap within a field. Seems like BASIC field formatting. It is like a note,but not on...
CLOUD: sort the document type or any mini directories drop down in alphabetical order
CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.
Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...
Right now when you set up a dashboard tile and select the timeframe of "last 30 days," it is just a quick way to select the past 30 days. It does not keep the tile updated to constantly stay at the last 30 days. It would be nice if the dashboard t...
I just received a telephone call from a potential client on a traffic matter. When I run the DOI in Needles, it doesn't have a conflict. However, another person in the accident HAS contacted the firm, it is in Intake, a file has not yet been creat...
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over 4 years ago
in General / Search
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