While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.
Neos- ability to see events on calendar report that are not tied to case
Currently, the calendar report only displays items that are linked with a case. It would be nice to be able to see events on the report that are also not tied to a case as well.
Allow for multiple layers of tags when merging a document with another that has it's own tags.
At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.
Ability to "nest" document attachments under the lead document
NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...
Adding & Highlighting Negotiations Notes on Notes tab.
We would like the ability to Highlight Negotiation topics on the Notes tab. Also, when adding a note to a Negotiations we would like to see it automatically be added to the Notes tab as a Highlight Negotiation topic.
QuickBooks export should be off of the value item not the transaction
In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
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