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Cloud - expand messages notes box

It would be easier to read and write messages if the box can be expanded just like the notes tab within a case.

Guest almost 4 years ago in Messages 0

Cloud - ability to create dashboard for multiple staff assigned to a case

Should be a dashboard or report that can be created, or already created, where anyone can see what cases have any 2 or more staff members assigned to one case.

Guest almost 4 years ago in 0

2 VOTE

Cloud - Change Staff Code

It would be nice to be able to change the staff code after the staff has been created.

Guest about 4 years ago in General 0

2 VOTE

CLOUD: add a column for template source on the document setup screen.

CLOUD: add a column for template source on the document setup screen. The user was the tempalte source to be viewable on the document setup screen so he would know if it has a file path or not. Makes it easier when he goes through the list and doe...

Guest about 4 years ago in General 0

2 VOTE

CLOUD: Mass text to the client

CLOUD: Mass text to the client. The user want to be able to mass text the client information such as newletter or a thank you text short of.

Guest about 4 years ago in General 2

2 VOTE

CLOUD- filter to one employees calendar

For firms that primarily use an attorneys calendar they want to have the option for it to default to that persons calendar when they log in.

Guest about 4 years ago in 0

2 VOTE

Cloud: Provider information

When viewing the provider card from the counsel tab, insurance tab or any list tab it shows only the first number entered in the provider card and not the multiple numbers. What if the first number is the fax number it shows the fax number which t...

Guest about 4 years ago in General 0

2 VOTE

Shot Cut Keys

Add short cut keys to maneuver through the program. Says time

Guest about 4 years ago in General 0

2 VOTE

Cloud - Add suggestions for tagging emails

When going to tag an email in OL to attach to notes in case, it would be helpful to provide a list of suggestions to tag from recent tags used

Guest about 4 years ago in 0

2 VOTE

Cloud - filter checklist by multiple columns

When opening a case, selecting checklist, can filter by status or due date but would like to filter by both.

Guest about 4 years ago in Checklist 0

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