Ability to add multiple staff to a checklist reminder
There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
In Providers it would be helpful to be able to type a description in Email Types, instead of choosing Business, Other, Personal, like we are able to do with phones.
Upload Documents - 'Complete' box should minimize to the bottom of the screen
The successful 'Complete' box that appears when you generate a document currently minimizes to the middle/bottom portion of the screen instead of the bottom of Neos - please force the minimization to the bottom of the screen
Pull User Information and Signature from Staff Profile when using PDF-Editor
With multiple users commenting on PDFs in PDF-editor, it would be more useful to show who made the comments. Currently, it always shows it as "Guest" no matter who make comments/annotates etc. It would also be more efficient to load and have the u...
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 ...
Right now the Case Budget only allows for just fees, or fees and costs. We work on contingent fee (like lots of users) and really only need to budget COSTS. We also need the ability to tell Neos which value codes are considered "costs" and which s...
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