When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)
The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
over 3 years ago
Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.
On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...
almost 3 years ago
Ability to monitor staff productivity/activeness within Needles
Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents we...
When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...
Update folder name in case and sharepoint when party name is updated
Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...
Ability to convert or make copy of a word document to PDF directly
At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
almost 3 years ago