It would be nice if the subject line from a NEOS message when it shows up in our e-mail will say the case name and number instead of just 'you have a new message' which automatically means I have to open up the message to see the case. ALSO -- the...
QB online - description needs to copy into memo line - and make the check automatically select print later
For QB online - when a check is sent to QB Online - the description (client name/case number/memo line from VT) goes into the description box -- it needs to ALSO go to the Memo line in QBO so that it shows up on the check in the memo line. Super i...
When using the PDF Editor to add the user's signature to a PDF, the user must re-upload his or her signature for each document.
Within the PDF Editor, when a User has "uploaded" their signature to a PDF editor within a case, it should remain available for all PDFs accessed via the PDF Editor in the case's case docs. It is very misleading, as there is a drop-down arrow next...
We should be able to select multiple emails for a case and tag them all at the same time. For some older cases there are hundreds and to do them one by one means they may never make it to Neos because no one has time for that. Especially when an e...
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