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'Next Case' Arrow Button

While working inside a case, it would be helpful to have a "Next Case" button that tabs through each case as ordered on the Case Listing page. This is really helpful for firms closing out cases for month-end reports (like Vertin) and helps streamline processes, instead of having to go out to the case listing and click into a new case.

Global Search is not always feasible here since FDs may not know every case name to search, but are just needing to work on each of the month's cases to close out.

  • Jessie Goggans
  • Nov 9 2020
  • Planned
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