I just received a telephone call from a potential client on a traffic matter. When I run the DOI in Needles, it doesn't have a conflict. However, another person in the accident HAS contacted the firm, it is in Intake, a file has not yet been creat...
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over 4 years ago
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In the value tab, if someone makes a payment, you can type in the paid by field and it autofills the information. Such as if I type in "cl", Client will autopopulate. same with the paid to field. The type field will not allow this, it defaults to ...
In Needles 4x you could double click on a date and it would auto populate todays date. In 5x you have to either type out the date or select the calendar and then select the date. I think this should be implemented again as it will save time
When in a value note you have to go back through the value item to get to the value screen grid again. would like a button to have the option to bypass this and go from a value note right to the value screen list, w/o having to go through the valu...
Case Document Categories can't be set per doc to fillin automatically after a doc is merged
Merged docs can create a new Case Documents tab item, but it can't automatically fill in the Case Document Category, so after merging a new doc, the user has to go to the Documents tab and manually give each new doc a category. This takes extra ti...
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