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
Checklist Summary report should default to the staff that is logged in
When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...
Guest
about 5 years ago
in Checklist
1
Already exists
1
Already exists
