Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.
It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...
Currently when you search for a party, you can click on the plus sign to add a new provider or case, but you cannot add an intake. It would be great if you could search for a client and add a new intake for them right from the search field.
List view showing all docs in client folder, not just recently opened docs
The list view only shows docs that were already opened. It should show all docs in the associated client folder. According to the Learning Hub, the list view is supposed to be "the real power for document management" and where we are to "spend mos...
When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...
I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
0
