#84103: Ian Waldron (ian@davislawgroupseattle.com - Davis Law Group, PS) "The intakes by case type tile is great but it needs an area for a summarized total of all intakes in that view. For example, the total intakes in the view in my attached scr...
The only way to set a default document path for a case is to have Automatic Folder Naming on. It would be much better to be able to browse to a filepath and have Needles use that as your default document path.
Cloud - Separate Permissions and Staff Directory Access
Right now, giving edit permissions to the Staff Directory also gives the ability to change permissions. These two should be separated like they were in Needles 4 and 5. The modify permission should also only allow a user access into their own Staf...
Cloud - Create a theme for the linked Sharepoint Site
When creating the new SharePoint site we should have an option to deploy the Neos Theme. This will help tie-in the site to Neos adding continuity to the product. The site can be created using Microsoft Fluent UI Theme Designer and deployed with a ...
Place a check box for a default email address in the Party Tab (Needles 5).
Every email address listed for the client is labeled as a default, when there should only be 1 default option. Cutting and pasting the email addresses on a Notepad works, but a default box would be much easier and faster.
When clicking and dragging document into case docs; should be able to select categories.
When clicking and dragging document into case docs; should be able to select categories. When clicking and dropping files into the case docs, the user want to be able select the document type from the prompt.
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