Hi Mike,
It would be nice if there were an icon within Case Activity which would allow the user to view everything printed within each activity entered at the click of an icon. For instance, the default shows the 1st line of each entered activity, to see the rest of what was entered, we have to click on the activity & it show at the bottom. It gets time consuming trying to click on each activity to see what's gone on with the case. The other way allows us to view everything rapidly. Please consider this.
Thank you, Leslie
Case Activity suggestion
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Michael Appell
Re: Case Activity suggestion
Leslie - two comments:
first, at the present time, if 95% of your case activities are at most two lines, you may adjust the case activity so that two lines are displayed in each event and thus may prevent the need for a lot of clicking. You may set this to be your default. Also, you may click once on the date and use the arrow keys instead of the mouse to scroll. Now, the problem with adjusting the case activity to display two lines is that you will only see half as many events on the screen as you see now. In other words, if there is an event that is only a few words, it will still take up two lines which wastes space. But, it is available right now. Therefore, here's the right solution which is what you, along with several other firms have requested...
The good news is that this is already in production and will be released in the next update on the web in just a few days. This update is going to be a huge addition (of course some offices think the additional integration techniques with Word and Word Perfect integration was tremendous).
This new update will allow you to see ALL the case activity without having to click on each line. We have received several requests for this. Also, you will be able to set up User Defined case activities (just like you may do now) but there will be new and additional display formats. One format includes a Check Register (for keeping track of checks paid/costs, etc). This automatically keeps a "running balance" of costs, etc. Of course, if that is of no interest to you, you don't need to set that up. But, the nice thing is that you may prefer that format for one case activity category and a totally different format for another category. For example, most offices right now just use the Standard Format of:
Date Time Event Initials
Many offices are totally unaware that they may create their own formats. For example, one office uses a format for their medical/lien category that is something like this:
Date Doctor Description Lien Date Lien Amount
This is ALREADY AVAILABLE. You may think of each case activity category as a "spreadsheet" that may be defined any way you like. The main addition to the new feature will be the ability to see everything at once without having to click on each line although there are several other benefits and formats for viewing.
Mike
first, at the present time, if 95% of your case activities are at most two lines, you may adjust the case activity so that two lines are displayed in each event and thus may prevent the need for a lot of clicking. You may set this to be your default. Also, you may click once on the date and use the arrow keys instead of the mouse to scroll. Now, the problem with adjusting the case activity to display two lines is that you will only see half as many events on the screen as you see now. In other words, if there is an event that is only a few words, it will still take up two lines which wastes space. But, it is available right now. Therefore, here's the right solution which is what you, along with several other firms have requested...
The good news is that this is already in production and will be released in the next update on the web in just a few days. This update is going to be a huge addition (of course some offices think the additional integration techniques with Word and Word Perfect integration was tremendous).
This new update will allow you to see ALL the case activity without having to click on each line. We have received several requests for this. Also, you will be able to set up User Defined case activities (just like you may do now) but there will be new and additional display formats. One format includes a Check Register (for keeping track of checks paid/costs, etc). This automatically keeps a "running balance" of costs, etc. Of course, if that is of no interest to you, you don't need to set that up. But, the nice thing is that you may prefer that format for one case activity category and a totally different format for another category. For example, most offices right now just use the Standard Format of:
Date Time Event Initials
Many offices are totally unaware that they may create their own formats. For example, one office uses a format for their medical/lien category that is something like this:
Date Doctor Description Lien Date Lien Amount
This is ALREADY AVAILABLE. You may think of each case activity category as a "spreadsheet" that may be defined any way you like. The main addition to the new feature will be the ability to see everything at once without having to click on each line although there are several other benefits and formats for viewing.
Mike