When creating a dashboard, I should be able to select a case within the dashboard and be brought directly to that case to be able to do some digging into the case.
When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
Currently timer stops if the page is not active. Opening a new tab creates loss of time on the timer and having to calculate missing time for billing. Having a start time and end time input feature (ex 10am-11:12am) would clear up timer issues whe...
Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled
Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...
NEOS - All Subscriptions button in reporting window.
Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.
Allow Dynamic Fields to use existing fields for special conditions
I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...
Add the ability to use an If statement and tags in a document that is inserted in a template using the Insertdoc tag. This allows the user to create one doc with IF statements and tags once instead of having to create in every template. This will also allow the user to edit one document when there are changes needed.
Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)
I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
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