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Ideas & Enhancements
Status Shipped
Categories General Search
Created by Guest
Created on Jan 2, 2020

Include Intakes in Searches

I just received a telephone call from a potential client on a traffic matter.  When I run the DOI in Needles, it doesn't have a conflict.  However, another person in the accident HAS contacted the firm, it is in Intake, a file has not yet been created.  It would be nice the DOI from Intakes were included in the search and I would have been put on alert that our office had already received a call regarding that particular accident.  Certainly do not want to be conflicted out of representing anybody.

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