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...
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...
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...
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.
almost 4 years ago
Unlikely to implement