Neos - Firm Preferences - Ability to Add multiple addresses and designate 1 as primary/principle address
Many firms have multiple addresses. Under Firm Preferences, it would be helpful to ahve the abhility to add mulltiple addresses, but be able to designate 1 as the primary. This could be helpful in merge template coding as well.
Neos - Ability to Mass Update Template Set Up - Document Category & Type Fields
It would be helpful to have the ability to mass update the Document Category under Template set Up. Right now, you have to go into each individual item in order to update the category. Settings>Templates>Choose A Document>Choose CAtegory ...
Per Amanda Mello (Amanda@Orabonalaw.com) at Orabona Law Offices PC: This would keep firms from creating tickets for issues, because they currently assume that they can complete tasks that are listed in the triage reports.
Neos Calendar be able to right click select done or change state of calendar item
There is no quick way to mark a calendar item as done. You have to go into the item itself when that is not necessary. It adds more clicks and windows than should be necessary to quickly mark something done.
When you download a file from the documents tab, it downloads as a .zip file. That is great for downloading more than one thing at once, but for one document it should really just download the document.
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