Ideas & Enhancements
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Case Title in Messages

Not all firms use the Case Number or Party Name to identify a case, so it would be nice if the Case Title populated in a message sent from a case to help with identification.
Guest over 4 years ago in Messages 0

Have ability to default to different search in Post & Send

Firm would like to be able to have a different default for their Post & Send search options
Guest over 4 years ago in General 0

Re-organize case calendar layout and be able to save the layout

The user want to be able to organize the layout in the case calendar.
Guest over 4 years ago in General 1

Add Ability to Mass Merge/Delete Providers

Firm would like the ability to mass merge/delete providers
Guest over 4 years ago in General 1

Add a Subtotal Button on the Time Tab

Currently, they can only run a report to get a subtotal of time on a case. They would like a Subtotals button similar to the one on the Value tab.
Guest over 4 years ago in General 0

Add Ability to See When RTF Used in Notes Grid

Users would like ability to see that RTF was used when in the list view of the Notes tab
Guest over 4 years ago in General 0

Phone number type should be an editable mini directory

If I want to add in a Phone type of Emergency, I have to add it manually to each case. It would be good to have the phone type be a mini directory so that I can add 'Emergency' into the list.
Guest over 4 years ago in General 0

Drop down selection for time in calendar

When setting a calendar item, there is a drop down for dates, it would be nice to have that option for the time as well. Older version had it and it is noticeably easier to function
Guest over 4 years ago in General 0

When posting emails, if have multiple emails in a matter, shouldn't have to search under name each time, should have option to post to same as a default.

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Guest over 4 years ago in General / Search 0

Expand the "Post by" search box from Outlook

When posting an email to needles, when you click "Post by" a search box pulls up. This box needs to be expanded as when a client has multiple cases, it cuts off important information and I need to expand the window or scroll to see it. This box sh...
Guest over 4 years ago in Integrations 0