Cloud - List Provider Usage Lacking Information and Functionality
When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Capitalized merge templates should capitalize target merge fields in Neos.
Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...
Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...
Add a settlement scenario feature to test different values for settlement memos
Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
Neos- Ability to start a general timer without being in a case
The currently functionality of the timer provides a user to track time for a case after the case is currently open. There is no current functionality to start a general timer for a provider card which would be a useful feature.
Allow Needles Outlook add-in to tag meeting responses like other emails.
Meeting responses are not taggable like other emails. It would be very helpful to be able to document when parties agree to have meetings for legal reasons.
Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.
We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.