Re the end of Jan 2022 search capacity update: Please alphabetize the results; Lastname, Firstname. It is time consuming to scroll thru a million last names of Smith. Additionally fix the "Please add more details" link/section in this "Ideas & Enhancements" area. It does not open, allow me to enter any characters & the "attach files" link does not function. Hence, this resulting long entry.
We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...
Add a single note to multiple cases using Bulk Actions
Create the ability to create a note and add it to multiple cases using Bulk Actions in Advanced Search. A common scenario will be for Mass Tort firms that want to add the note to all cases of a certain case type or to create an advanced search bas...
Only Show Open Appointments on Dashboard "My Appointments"
Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.
Neos: Ability to print multiple notes from case notes tab
Instead of navigating to reports and extensively filter to specific notes you want to print, it would be nice to select multiple notes from the Case Notes List View to select Bulk Actions > Print.
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