Filter by Document Type in "Add A Related Document" box
Allow us to be able to filter to only a certain document type in the Add A Related Document Box. Our firm relates all of the record requests to the medical and billing records. It would be easier to find the documents to relate if we could filter ...
Modify Text Styling and Font in User Defined Fields
For instance, we created a user-defined discovery tab. In that, I have fields entitled "discovery dispute" and "discovery notes," it would be very helpful to be able to bold, highlight, or underline things in these fields to draw attention to them.
I think that there should be the option to have more specific coding options when creating templates for generated documents. For example: using If/Else statements or Boolean variables in order to choose when and how specific information gets pull...
It would be super helpful to have an actual change log of all changes so when troubleshooting issues that arise randomly after a Hotfix or upgrade has been applied we can point to what might have caused it.
It would be super helpful to have an actual change log of Hot Fixes so when troubleshooting issues that arise randomly after a Hotfix has been applied we can point to what might have caused it.
It appears that the Checklist Code Options values are not dynamic and yet a set in stone set of checklist codes. We have added codes to Cases and Checklists and we really need to be able to search and filter by specific Checklist Codes, not just t...
Value Tab Bulk Actions - Add Transaction: Increase the number of transactions that can be added at once.
Currently you can only add 44 transactions at the same time using bulk actions in the value tab. Adding 45 or more will make it so you can not see the total amount in the window that comes after.
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