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Ideas & Enhancements


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Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Guest over 3 years ago in General 0

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.
Guest over 3 years ago in General 0 Already exists

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest almost 4 years ago in Messages 0

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.
Guest almost 4 years ago in General 0

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest almost 4 years ago in General 0

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Guest almost 4 years ago in Checklist 0

Calendar rescheduling in shared view

Having the ability to move already made appointments across a shared calendar view by dragging and dropping. I believe this capability was in 4 and would help our intake department to manage appoints on the fly if something were to happen (Car tro...
Guest almost 4 years ago in  0

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...
Guest almost 4 years ago in General 0

"Forced" fields for intakes

Having the ability to make intake UDF's forced or required in order for the intake to be saved. This was we can ensure intake is capturing at lease the required data minimums.
Guest almost 4 years ago in General 0

Increase the character limit of the "Special Note"/ Red Flag

We use this to store key info that the attorney can use at the click of a button over all phases of a case, on some cases we cap out before the case is completed. would be nice to have more space for more info at your fingertips.
Guest almost 4 years ago in General 1 Unlikely to implement