It would be helpful if you could see the entry date without opening each and every entry. In needles, you could see and sort the list by date. When you have several settlements in each case, it is helpful to see the input date of the entry.
Instead of adding time directly within a specific case have a global time sheet that can be used to note activity and time. Then associate the time entry to a specific case. At the end of the day "Submit" this time to each of the cases.
Option to expand checklist description under "checklist detail"
Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
Add a User Defined Field Type Like the Representing Field in the Counsel Tab
If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.
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.
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