Allow editing of title names called "reference 1" and "reference 2" on the Value item
We would like to customize the value tab more and be allowed to edit the name of the "reference 1" and "reference 2" entry fields so they can be named something else. Similar to the case labels such as alt case numbers and Phases. Then that new fi...
Allow user defined fields to be part of Value item columns
When you add user defined fields to the bottom of a value item, it would be beneficial to have them show as options in your list view in the columns section.
When entering insurance adjusters, we want to put the company name without their address (our ins letters pull from the insurer field). Needles would let you add the company name without an address. Please make this consistent with the functionali...
When tagging outgoing emails, one should have the option of tagging and sending in one fell swoop instead of having to go hit "send" separately (like Needles "Post and Send"). This is inefficient.
Once I select a field, i.e., "role" on a provider card, allow me to TAB off the field instead of having to use my mouse to select something that is ALREADY IN THE FIELD before moving on. Having to incessantly use the mouse is a waste of time and a...
Allow file rename when saving from email via tagging
We should be able to rename email attachments (i.e., "save as") when tagging the email to the file. Sometimes these are named badly or do not conform with our own system. Having a "save as" field would save double-work of having to go back in the ...
Assigning an attorney to a case field is REQUIRED, but Neos let's the file be saved and exited without an attorney. Why have REQUIRED fields that aren't enforced?
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