Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen
Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Return the Warning for Users when marking a case "Dormant"
Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.
Additional Option for Changing Case Type Regarding the Checklist
We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
We often have clients who after recoverying the insurance policy limits from the third party careless driver, pursue an underinsured motorist claim to recovery additional insurance proceeds on their account. Once we enter the actual amout in the i...
Checklist Pop out - show description on two lines to see more text
The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Auto Post & Send Messages with specific data from the case
Ability to auto-send a message with specific data from standard/custom tabs (specified by the user) from the case and post to notes based on a specific action (specified by user)
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