It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Currently, if you select an end date and try to change it the filter will mark the second selection as the start date. The filter should allow us to reselect the end date without it changing the start date upon the second selection.
Provider Usage Listing Criteria - Select All Option
When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...
Cloud: Negotiations Tab Shouldn't Require Carrier and Adjuster Information.
You should not have to fill in the carrier and adjuster information each time in the negotiations tab. You should be able to select them from a drop down of some sort that ties back to the insurance/counsel tabs.
Currently not possible to bulk update email addresses and other fields in the party tab. It is very difficult to find commonality in cases types with large numbers. Bulk update needs to be re-written to allow any field to be updated in bulk.
Allow the option to keep specific options as defaults in drop down menus
Allow the option to keep specific options as defaults in drop down menus, such as the negotiation type in the negotiation tab as an example. It defaults to insurance very time. An option to keep it at a specific one per user would be nice.
When setting a calendar item with multiple companion files, it would be nice for there to be an option that the calendar item be associated with all of the companion cases, not just the case that generated it
User would like entries in the negotiations tab to display chronologically
In the "Negotiations" tab, entries will not sort properly by date. For example, when sorting newest to oldest, it will sort each year newest to oldest, but does not place the entries in different years in the proper order. This makes it frustratin...
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