Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.
Guest almost 5 years ago in Messages 0

Make the cursor default more logical/intuitive

Example: in the "Select a document" box when generating a document, the cursor should default to the first search box (in this case, document #). When you clicked on generate document in 4.x, users knew you could start typing the doc number right ...
Guest almost 5 years ago in General / Search 1

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Guest almost 5 years ago in General 0

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.
Guest almost 5 years ago in General 0 Already exists

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.
Guest almost 5 years ago in Messages 0

Would like Firm Fax Number as a merge parameter.

Fax number is now a field in File > Firm Preferences > Firm Address; however, it is not an option in the merge parameters. Please add this option.
Guest almost 5 years ago in General 0

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest almost 5 years ago in General 0

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...
Guest almost 5 years ago in Checklist 0

Calendar rescheduling in shared view

Having the ability to move already made appointments across a shared calendar view by dragging and dropping. I believe this capability was in 4 and would help our intake department to manage appoints on the fly if something were to happen (Car tro...
Guest almost 5 years ago in  0

Remove the conflict check on phone types, specifically for "Mobile"

You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
Guest almost 5 years ago in General 0