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 ...
Filevine users have a dedicated email address for each matter. This would be a very efficient upgrade from the tagging system we currently have (though we would still need the tagging system for correspondents who don't "reply-all."
Best Time to Visit Meghalaya - Monsoon Retreat:
Indulge in the serene charm of Meghalaya's rain-washed landscapes during the monsoon season. Enjoy the soothing rain showers while exploring its abundant natural beauty.
Calendar - Checkboxes for Staff Calendar, Case Dates, and Checklist Due Dates
The checkboxes for Staff Calendars, Case Dates, and Checklist due dates don't actually matter, if you click anywhere to the right of the wording, it will check the box, this causes confusion and issues. These boxes should only check if you click i...
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