tell me the source of the internal server error so I don't have to guess which field to fix
I'm adding a new adjuster contact. I want to add his job title as matches his signature line. I add his name, phone, address, email, provider role, get ready to hit save and I get red internal server error and no idea which field is causing the pr...
There is no way to restrict access to provider information, adding a provider role exception similar to that of adding a case exemption under other permissions could provide that confidentiality. An example would be staff employment contracts, fee...
I need to be able to modify PDF templates for our files and there seems to be no option to remove them, which is kind of unusual. Please add this as a feature so I can continue working on these templates.
With Automation PRO on the intake side of the system, you are allowed to change the stage & status. We are looking for that ability for Automation PRO to also give us the ability to automate the changing of class codes as case checklist items ...
Bulk Actions Notes from the Advanced Search/Reports
I recommend adding a Bulk Notes feature to the 'Bulk Actions' box that appears on the Advanced Search/Reports. This would allow staff with bulk update security to post notes across several cases at once.
Ability to change Note Topic for all text messages system wide
Instead of having the note topic "text message" for every text sent to an outside number, it would be beneficial to be able to change the note topic name so that is changes system wide. Then users do not have to manually go into each text message ...
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