Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.
Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.
As it stands, there is no way to add a note under contact emails or phone numbers in the event that there are multiple contact persons on a specific case. our only options are "personal, business, mobile" and no room to add a note as to what each ...
It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...
Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...
Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type
Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.
The "Add Note" feature would be very useful if added to Providers and not just "cases." Especially with lack of ability to search "user-defined" fields in Provider Advanced Search. It would be nice to easily have notes on a provider such as: "Only...
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