Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name
Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases.
Std search offers no filters (Unable to get a filter windo...
SSO module requires you to click next to login in, hitting enter on your keyboard does not work.
When prompted for the company ID with the SSO module hitting enter does nothing. You have to actually click next to login. Not a major issue just some quality of life.
The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...
It would be convenient to be able to modify what appears in the Case Header such as adding the First Point of Contact Name and Case Manager/Paralegals name.
It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
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about 3 years ago
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