Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.
Cloud - Add secondary staff to quick view pane when searching for party
When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided:
1. All parties' full names in the respective cases
2. Summary (case tab)
3. Role
4. Name of Case Manager
5. Or...
Cloud - view role of party for each case in quick pane
When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Ability to "Stay" a case and suspend or pause the Checklist
We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...
0
1
