Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.
Neos - Rename category and type they do not make common sense
Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...
Text Messaging reminders for staff calendar entries
Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.
Add Additional details to complete QuickBooks SDK Integration
Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Add a filter bar to all dropdowns in the system (standard and user defined fields) This makes it easier to find the option you are looking for if the list is very long. One place this is available is when choosing a case type in Intakes - this is ...
NEOS: increase the number of characters for the note box in the case calendar tab
Need to increase the character of the note box in the case calendar tab. Currently its a 1,000 character limit. It should be atleast 2,500. The user's use the function to add zoom link and zoom information. The user gets restricted to only add the...
When entering data and not hitting save and then going to another tab it ask if you want to move on without saving the data; if we select yes it should save the data and move on to the next screen but no it comes back to the existing screen and yo...
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