Skip to Main Content
Ideas & Enhancements
Created by Guest
Created on May 28, 2021

Add "Referred to" Column to Intake List Screen & "Referred to" Parameter to Intake Reports - helpful for tracking cases that are referred out

On the intake list screen, you are able to add field referred by as a column and sort. As well, intake reports are designed with a referred by parameter/filter.

For firms that refer a lot of cases out... It would be incredibly helpful to have a sortable referred to column on the Needles list screen and a referred to parameter on the reports.

  • Attach files