Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh
After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds secon...
Duplicating Documents on Docs tab - Ask to Rename prior to save
When duplicating a document on the Docs tab, it does not ask to rename the document before refreshing. So, you have to search the documents tab for the COPY of the document, then open it and rename. It should ask you first, before making the copy.
Add a User Defined Field Type Like the Representing Field in the Counsel Tab
If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.
If I'm going through my inbox and finding a bunch of emails that all need to be tagged to the same case with the same note topic, I should be able to hold down "control" key and select those emails in Outlook, then hit "tag email" and tag them all...
Drag/Drop files directly into the currently selected case folder, including sub-folders
Add an option to drag/drop files to the folder that is open in Neos rather than or as an alternative to requiring Document Type and Category to be selected
Currently if you copy a phone number from Neos it stores with out a specific format. Users would like to be able to copy and paste with formatting. For example: Currently it is doing the following, when you copy a phone number from party tab or pr...
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