In the mini directory, you can add a default note topic to save in case status. When adding in a new note with that topic, the case status box is not checked. The note, once saved, will post to the case status but it is not intuitive that it shoul...
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
Increase the character limit of the "Special Note"/ Red Flag
We use this to store key info that the attorney can use at the click of a button over all phases of a case, on some cases we cap out before the case is completed. would be nice to have more space for more info at your fingertips.
Guest
almost 5 years ago
in General
1
Unlikely to implement
Opening the batch of documents I just created, will be a great addition and time-saving feature. Reducing the clicks when opening the documents will allow the user to edit the documents and close them as they get finished and send them via email i...
1
Unlikely to implement
0
