When previewing a message there is no way to quickly navigate to the case that the message is attached to. Please make the case # an active link to the case itself. Right now you have to double click on the message, open it in full screen, which i...
Text Messaging reminders for staff calendar entries
Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.
Add Additional details to complete QuickBooks SDK Integration
Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Add a filter bar to all dropdowns in the system (standard and user defined fields) This makes it easier to find the option you are looking for if the list is very long. One place this is available is when choosing a case type in Intakes - this is ...
Cloud Settings - Integrations listing should be in alphabetic order
The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.
NEOS: increase the number of characters for the note box in the case calendar tab
Need to increase the character of the note box in the case calendar tab. Currently its a 1,000 character limit. It should be atleast 2,500. The user's use the function to add zoom link and zoom information. The user gets restricted to only add the...
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