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...
I need to be able to modify PDF templates for our files and there seems to be no option to remove them, which is kind of unusual. Please add this as a feature so I can continue working on these templates.
When creating a dashboard, I should be able to select a case within the dashboard and be brought directly to that case to be able to do some digging into the case.
Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases.
Std search offers no filters (Unable to get a filter windo...
With Automation PRO on the intake side of the system, you are allowed to change the stage & status. We are looking for that ability for Automation PRO to also give us the ability to automate the changing of class codes as case checklist items ...
Bulk Actions Notes from the Advanced Search/Reports
I recommend adding a Bulk Notes feature to the 'Bulk Actions' box that appears on the Advanced Search/Reports. This would allow staff with bulk update security to post notes across several cases at once.
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