Checklist summary dates are not easy to work with anymore. You used to be able to tab through them or type over them. Now not only can you not tab through them, but you have to delete the contents of the field before you can type a new date. Just ...
Drafting document from Checklist should prompt correct document type
When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Neos - Checklist Summary Button - Should be exportable to PDF
The Checklist Summary that is generated from the button on the Menu bar should also be exportable to PDF (currently it only exports to Excel/CSV and users have to go to the Reports tab and run it from there in order to export to PDF)
Since the today screen checklist is so small as to be unusable, I use the checklist summary tab. Would be nice to be able to group by column header, rather than just sort.
Ability to "Stay" a case and suspend or pause the Checklist
We have a large batch of cases that are currently stayed pending the resolution of a collateral issue, but checklist items are still appearing in the Needles Today tab, which can become a bit overwhelming. Right now, as far as I know, the only way...
A wish list item for a new notification option: checklist items. It is often not efficient to be checking your checklist multiple times a day. A button that shows the number of checklist items due (that day or earlier) and a notification of new ch...
0
1
