Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)
For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option.
While more robust controls over maintenance m...
Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...
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.
Would like the client name in the case header, not just the case folder tab.
When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.
Guest
almost 5 years ago
in General
0
Already exists
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...
Having the ability to make intake UDF's forced or required in order for the intake to be saved. This was we can ensure intake is capturing at lease the required data minimums.
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