As in the Trial Works (Communications Tab of the Contact Detail), would be great to have an option to see all communication with a specific contact, whether email, phone call or note. We only have the ability to see Provider Usage (cases the conta...
Neos companion cases - prompt me to tag or save in both cases on front end
If a case is in a companion case group, I want to be prompted on the front end every time I create a document, or tag an email, or post a note something like "do you want to add this to the companion case" and let me answer "yes" or "no." That way...
Adding the ability to have an announcement pop up at login or schedule time.
As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Case Checklist Item Permissions - Specifically Restrict Due Date Modification
Currently, when you the modify permissions for case checklist items you also stop users from being able to mark items as done. We would like the ability to stop users from changing the due date of an item without them losing the ability to change ...
Sometimes we settle cases with just the liability funds, and then we have a separate settlement with the UIM (underinsured motorist) funds, and it's necessary to show those settlements separately in the value folder.
Assign the last staff member who texted a client to the response notes in the notes tab
Add the ability to auto assign the last staff member who was texting a client from a case to response notes created when a client responds back to a text.
0
0
0
