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Ideas & Enhancements
Created by Guest
Created on May 5, 2023

Document Generation drop down showing only party member names, and not entry information.

When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.
If one party member has multiple entries of the same time, you will not be able to decipher which entry your are looking for unless you generate the document and check the field.
To simplify, if you had a party member that had multiple cell phone numbers, how would you know which to pick. Only the name is listed.

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  • Guest
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    May 8, 2023

    Another example is pulling info from the Negotiation tab. There is absolutely no information that would help a user determine which negotiation entry they are selecting. This option is useless as it currently exists.