It would be extremely helpful to have a discovery tab that would help track what was sent and what was recieved. The ability to associate the documents would be necessary and very helpful for organization. (See Smart Advocate's tab like this)
Make the tabs up top of the cases, etc. open , movable.
I always have many tabs open and cannot close the last one on my screen bc the "x" is covered as shown. I need to be able to move that tab and close it to easily access other tabs as I work. Hope that makes sense. Here's a screen shot. Thank you.
Value tab can't be filtered. When there are a lot of records, it is cumbersome to find the right one instead of using column filters to quickly get to the right record, like it was in Needles 5.
With how often we have to clear data and log out-in, it would save a LOT of time if our grid layout preferences saved to and loaded from our user ID, rather than having to re-build what we see in the lists every tab, every time.
Check Export should be customizable so that Client name can be on second level of memo on actual check
When we export checks to QB, there should be an option that the second memo line will autopopulate the client's name. So that when we send a check to a medical provider, the memo line from the value tab can populate (we usually put the account num...
Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.
It would be great to have a button that could generate documents such as Settlement Memos, Demands, Petitions, Discovery Requests, etc based on Case Data. That way we can increase the output per person and decrease the time spent doing the same th...
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