Text messages should be automatically posted to the notes tab
The integration with texting would work great if the text messages got posted directly to the Notes tab so you do not have to post to needles from your outlook.
The checklist on main page doesn't have a "refresh" button. If changes are made to a checklist inside a case, there's no way to refresh your checklist?!
One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes.
It would help greatly if the save button was another color than blue, ...
Bulk Value Transactions- Update the To and From in bulk
When adding a payment for multiple transactions (say attorney fees and costs) you have to update each FROM and TO for each item. This can get tedious if you have 20 costs on a case. It should be like in documents where you can click which ones and...
When tagging an email, we should be able to make a time entry at the same time. As it is now, I have to tage the email and then go back in and make an entry for the email I just sent or received. If the case has time tracking turned on, there shou...
Allow Client Names to Pop-up in the Calendar for scheduled events like client mtg.
Currently cannot see client names for each appointment time. Have to click into the calendar item to see who the clt is unless you include client name in the Subj line.
User would like a drop down of suggested providers in the medical records tab
Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
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