Ideas & Enhancements
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General

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Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest over 3 years ago in General 0 Already exists

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest almost 4 years ago in General 0 Already exists

Neos - Tabbing ability between fields

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.
Guest almost 4 years ago in General 3 Already exists

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.
Guest almost 4 years ago in General 5 Already exists

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists

Enter button will search instead of having to click on the search button

When entering a name in the search field, would be great to have the enter key work for the search vs having to use the darn mouse
Guest over 4 years ago in General / Search 0 Already exists

Dashboard filters

Would like the ability to filter the dashboard tiles by excluding case types.
Guest almost 5 years ago in General 0 Already exists

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.
Guest almost 5 years ago in General 0 Already exists