Ideas & Enhancements
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Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance m...
Guest almost 5 years ago in General 1

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case
Guest almost 5 years ago in Messages 1

Add Medicare Number as a Standard Field on the Party Tab

User would like to add Medicare Number as a standard field on the Party Tab
Guest almost 5 years ago in General 0

Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8
Guest almost 5 years ago in Checklist 0

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.
Guest almost 5 years ago in General 0 Already exists

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