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Ideas & Enhancements
Categories General
Created by Guest
Created on Mar 30, 2021

provider cards

When entering information on a provider card, specifically emails, it currently only allows fields in "type" that are created in the mini directory under "online accounts". It would be nice to have it sent up the way phone numbers and address are; where you can create a custom value when typing. Also, it would be helpful to have a comment or notes section next to the email, as well as a default button. The other web-based program allowed us to type in names, etc. on the side of emails. Most attorneys we deal with have paralegals or other staff that need to be copied to emails, so it would be nice to have a comment or note section next the email to specify who that email belongs. It ridiculous to have to search that information anywhere else. I attached a copy of the program we used before and how emails were set up on provider cards.

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