Remove the conflict check on phone types, specifically for "Mobile"
You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Outlook Add-In - Ability to see a list of cases a provider is attached to in addition to the cases where they are a party
search window when posting an email to Needles include the cases the provider is a party in, plus a section that lists the cases where the provider is used
Value Tab's Provider Info and Transaction Summary areas not ergonomic
Value Tab's Provider Info and Transaction Summary areas not intuitive in layout
Client suggests that the Provider name and Code are the most important fields and should be filled in first and clicking out of one should lead to the other, or maybe...
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