Ideas & Enhancements
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Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8
Guest about 5 years ago in Checklist 0

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.
Guest about 5 years ago in General 0 Already exists

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest about 5 years ago in Messages 0

Make the cursor default more logical/intuitive

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 ...
Guest about 5 years ago in General / Search 1

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.
Guest about 5 years ago in General 0

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 about 5 years ago in General 0 Already exists

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest about 5 years ago in Messages 0

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.
Guest about 5 years ago in General 0

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest about 5 years ago in General 0

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Guest about 5 years ago in Checklist 0