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Ideas & Enhancements
Categories General Search
Created by Guest
Created on Apr 19, 2019

Search Criteria

Search Criteria - Display clients with open cases only check box.
I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases.

Std search offers no filters (Unable to get a filter window when I click the hamburg in the results window)

Advanced Case search does not offer any of the "Search By" criteria and does not include names in the results.

MS ribbons offer a small arrow in the lower right for more options. I would like the ability to have a few basic filters offered as standard here (of course defining those for your base is the challencge) but
1 - Display only clients with open cases (show all cases for those with open cases)
2 - show only Parties
3 - Show Only Providers

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    Apr 19, 2019

    Steve Whitman dataentry@whitmanlaw.com