tell me the source of the internal server error so I don't have to guess which field to fix
I'm adding a new adjuster contact. I want to add his job title as matches his signature line. I add his name, phone, address, email, provider role, get ready to hit save and I get red internal server error and no idea which field is causing the pr...
There is no way to restrict access to provider information, adding a provider role exception similar to that of adding a case exemption under other permissions could provide that confidentiality. An example would be staff employment contracts, fee...
GOAL: I want a report that shows my prospect's email addresses.
PROBLEM:
The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....
Organize the documents in each folder by date received
It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!
As in the Correspondence document type, need columns for To/From/CC/BC in Email document type
This would help show who email is sent to/received from without opening email itself and/or having to modify title of document with details about the email (i.e. who it was sent to, who it's from, etc.)
Ability to Modify Calendar Appointments Scheduled by Inactive Staff Member
Currently we schedule SOLs, Deadlines, and Court Hearings/Trials on the calendar, however we are calendaring things 1-2 yrs out. If that deadline or court hearing changes and the person that scheduled it no longer works here, we are unable to modi...
PDF editor; Fields not able to auto fill from other fields.
In adobe if you have two fields that need to pull the same information you are able to name the fields the same thing and when you type into the first field it will pull into the second field automatically. For example if I name Field 1 "Test" and...
0
0
0
