Ideas & Enhancements

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

  • Guest
  • Apr 19 2019
  • Attach files
  • Guest commented
    19 Apr, 2019 06:17pm

    Steve Whitman dataentry@whitmanlaw.com