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Ideas & Enhancements
Created by Guest
Created on May 26, 2020

Cloud - Have a quick pane for office add-in to easily see what case is what when tagging emails

We have submitted tickets on the fact that the quick panes do not include all of the necessary information to identify the proper case if a party is associated with more than one case (i.e. the party's role and case synopsis would be much more helpful to include in the quick pane view). Well, this same issue applies to the Needles Outlook Add-In. If you try to tag an email by the party's email address, it brings up multiple cases and it is not clear which case is which.

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