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Ideas & Enhancements

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Cloud: Calendar subject line

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.
Guest almost 4 years ago in Integrations 0

Cloud - Add viewable rows to Checklist on Needles Today

The section for My Checklist should be expanded to allow users to view more than a few items.
Guest almost 4 years ago in Checklist 0

Transfers on RingCentral

When a staff member transfers a call to voicemail, it will show up on the communication page so that the admin can see if calls are being send to voicemail or not.
Guest over 1 year ago in  0

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.
Guest over 2 years ago in  2

Signature line when emailing from the Documents tab

It would be useful if we could add a signature line to the message box when emailing a document from the documents tab for a person to sign.
Guest over 2 years ago in  1

Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
Guest about 4 years ago in Search 0

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...
Guest about 4 years ago in General / Search 0

Post message to case from someone else's inbox - the information from the original message should remain intact

If I go into someone's inbox, sent folder, and post one of their messages to a case, it posts with my name, today's date, and does not show whose message it actually is. Staff should be able to post messages from other people's inboxes in case the...
Guest over 1 year ago in  0

Dashboard grouping and sorting - allow grouping or sorting on multiple columns instead of just one

This is useful to get more granular with the data I want to pull. For example, show all cases assigned to Case Staff "Paralegal", and sort by both the Paralegal field and the Assigned field.
Guest over 1 year ago in  0

Cloud - view role of party for each case in quick pane

When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Guest about 4 years ago in Search 0