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Ideas & Enhancements
Created by Guest
Created on Mar 10, 2024

Party tab or drop down in the record requests tab

I do not like making companion cases. Instead, I prefer to add all parties involved in a case to the same case. It's never much of a problem except in the record requests tab, there is no actual way to show only all requests for a specific party. Right now, in order to differentiate which party the provider I'm requesting from is for I have to write their name in the comments section. It would be best to have like a drop down where you can choose the party you're going to request for and switch between parties whenever you want to see all the requests you're making for them.

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