Ideas & Enhancements
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Intake Pro Automation Triggers Should Have Multiple Actions

I would like it if the automations in Intake Pro can have multiple actions to the same trigger. Like when the checklist item is set to Done, have it send both an email and a text to the client instead of only one or the other.
Guest about 2 years ago in  0

Global timsheet

Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.
Guest 5 months ago in  0

Show expanded notes as the default on the notes tab.

To be able to quickly review the notes listed in the file.
Guest 5 months ago in  0

Copy Intake Data to Other Intakes

We frequently have to create multiple intakes for the same accident or multiple intakes for one person for different case types. Having to copy the data from one intake too another is extremely time consuming and awkward. Adding a 'Copy Intake Dat...
Guest 11 months ago in  0

Ability to filter emails to/from

Want to be able to filter emails to only those to or from a certain person.
Guest 11 months ago in  1

Bulk update value code in Time tab

I need to change several time tracking entries from ATTYFEES to TIME. It would be nice to it in bulk.
Guest almost 2 years ago in  0

Calendar - Multiple reminder

more than just one reminder time
Guest over 3 years ago in General 2

Option to expand checklist description under "checklist detail"

Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
Guest 5 months ago in  0

Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes
Guest 11 months ago in  0

Bulk Value Entry

It would be nice to be able to have one screen and enter bulk expenses into multiple different cases from one screen. It takes too long right now when you have multiple expenses to enter for multiple clients.
Guest over 1 year ago in  0