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Ideas & Enhancements
Created by Guest
Created on Jun 1, 2023

Communications Center add new call case/intake field

Only the CLIENT is linked to the associated “Case/Intake” field, i.e. we are only able to log phone calls from clients but no one else associated with a case due to the Case/Intake being a required field and the field not being a manually fillable field.

Other types of contacts associated with a case should be offered in the drop down menu in the "Case/Intake" field. If a contact is associated with multiple cases, a choice of those associated cases should be offered in the drop down menu.

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  • Guest
    Oct 26, 2023

    Yes... we need to be able to log phone calls from other Contacts into a case from the Communications Center. It's crazy that we can't do this. The majority of calls on any given case is with persons other than the Client... experts, witnesses, the court, opposing counsel.