If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...
The value tab currently will not allow for posting of values less than $1.00; however, firms will need to be able to capture all costs no matter how small.
Opening a new note should default you into the topic field
If I remember correctly, in Needles 4, when you enter a new Note, you could start typing in the Note Topic field immediately. In Needles 5, you are forced to either click in the field or press the Down key and Tab multiple times. If I am rememberi...
Add document or link to documents to calendar appt
In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
NEOS - All Subscriptions button in reporting window.
Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.
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