Dear Michael,
The staff seem to have discovered a bug with the Case Card - Parties (tab) - Name (Link).
When you Click on the Name (Link) - It gives you 3 Choices: YES (Changes to this case only) , NO (Changes to Rolodex), and CANCEL.
Clicking on YES or NO - Instead of taking you to different places - BOTH take you to the "Are you sure you want to make changes to the Rolodex" window (Warning: If you make changes to the rolodex, it may affect several cases).
Bug: Case Card - Parties - Name Link
Bug: Case Card - Parties - Name Link
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131
Re: Bug: Case Card - Parties - Name Link
Everything is working just fine. It only takes you to the rolodex when you edit the application / primary party. Please make sure your configure System Defaults, Rolodex Security has the Enhanced Rolodex Security checkbox checked.
Mike
Mike
Re: Bug: Case Card - Parties - Name Link
Thanks!
YES - Now sends you to "Find a Name in the Rolodex". Shouldn't it just allow you to change "This Case only" specific things like clicking on the "Type" Link?
Thanks again!
YES - Now sends you to "Find a Name in the Rolodex". Shouldn't it just allow you to change "This Case only" specific things like clicking on the "Type" Link?
Thanks again!
Sincerely,
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131
Michael Lerner
Network Administrator
Lerner, Moore, Silva, Cunningham & Rubel
www.injuryatwork.com
(909) 889-1131
Re: Bug: Case Card - Parties - Name Link
Type link always applies to only this case regardless of settings.
Mike
Mike