Enhancements

Ability to view & enter data for multi client/Other Parties in one place

It's important for mass torts/class action firms who could have hundreds of Clients/OP's in one case and have party specific UDF's on those tabs. Having to go to Client/OP record 1, open the UDF, enter the data, close the UDF, go to Client/OP record 2, open the UDF, enter the data, close the UDF, go to next party, etc. isn't efficient.  I recommend 
a button at the top of the UDF form that would switch between the client/OP UDF records since the arrows at the bottom is to switch between the UDF records for that party which we recently implemented (multi record UDF's)
  • Guest
  • Oct 18 2019
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