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Numbering & Bullets

Add the ability to have numbering and/or bullets in case notes.
Guest about 2 years ago in  0

Make More of Provider Name Visible For Letter Templates

Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Guest over 2 years ago in  0

REPLY ALL - MESSAGES

When you "reply all" to a message, it should not include the person sending the message.
Guest about 2 years ago in  0

Make due dates changeable on Invoices

Right now the invoices all default to 30 days for payment. The Aviation Division in our firm would prefer they pay as soon as possible so when the proper documents arrive there is no delay in reviewing them. If that is not possible maybe there is ...
Guest about 1 year ago in  0

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest over 1 year ago in  0

Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Pin the Header/Banner Open

We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
Guest about 1 year ago in  0

Notes - Require Clicking the Pencil to edit the note in the sidepane

Require clicking the pencil to edit the body of the Note in the sidepane, and keep that active unless you click off into another screen
Guest over 1 year ago in  0

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Guest about 3 years ago in General 0

Messages and Intakes - Ability to have multiple windows open

Ability to have multiple windows open as it would help when receptionist is answering phone she may have to dual task .
Guest about 3 years ago in  1