The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
If it is possible, please add in an option in the case/intake to make a Case Facts report like in Needles. The one through the Reports menu is a bit clunky to use.
Previously we received a PDF in the file with all the information the client has provided in one document. It listed their contact info, the accident summary, the police department, police report number, their injuries, what hospital they went to,...
Mailing list option of general and unselected is no longer available.
If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...
Add Action from case note: Copy note into new message
Currently, we can do action - e-mail note, to copy that whole note into an e-mail (although it's clunky bc it opens up outlook 365 etc. etc.). . . how about an action to "Copy note into new message" - so that the whole note can be copied right int...
When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
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