Business or company Address info CW

jamesmckayMember

I noticed when I enter company info associated with a case I enter a lot of info that is not available unless I go into the Rolodex. I thought the info would be there in a report but it is not.

Is there some way to get a dashboard to display the address of the COI .

For example I need to create a subpoena for a case. I click on the COI for that case. The COI address needs to go on the subpoena application. No address is displayed in the COI info even though I entered it when I created the COI. I either have to look up the address somewhere else or go into the Rolodex which which does not display the address. I then have to to the Rolodex home, search out the company which takes me out of the case making me circle all the way back to cases, find the case and go back into "work case".

Is there a better way?

3/29/189:26 AM

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Original Post

Roy MillerMember

Included in the new release of 4/12/18 to include google link button

4/12/183:11 PM

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