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Expand the size of the comment text box for user defined tabs.

Expand the size of the comment text box for user defined tabs. If we are in the counsel tab and we are adding comments it expand to the next line and makes it easy to read. If I were in the record/request tab (user defined tab) when entering data ...
Guest about 2 years ago in General 1 Shipped

SaaS - Ability to toggle through notes

Add ability to toggle through notes with a front/back arrow as in 4x and 5x
Guest over 2 years ago in General 0 Shipped

Neos: Editing fields and screens for all Intake Case types

Editing fields and screens for all Intake Case types using a new Layout Manager available under Settings. I have been able to move the fields around however, I haven't figured out how to enlarge the boxes in which we type and get the fields closer...
Guest over 2 years ago in General 0 Shipped

Document Filter Search

When you add a filter to the Documents Tab in a case (for example the category filter) there is no way to search through the list. You have to scroll down through what is potentially a very long list to find the one you are looking for. It would b...
Guest over 2 years ago in General 0 Shipped

Neos - Searching for parties with the same name and initial is ambiguous

When parties have the same name and middle initial, the search results look identical. Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party. More context information in the search are...
Guest over 2 years ago in General / Search 12 Shipped

Make Alphabetic fields text wrap

It is silly that with Alphabetic fields, you cannot have the field wrap text. We created a screen to take testimonial information from a client, but the text cant wrap within a field. Seems like BASIC field formatting. It is like a note,but not on...
Guest over 2 years ago in General 1 Shipped

CLOUD: sort the document type or any mini directories drop down in alphabetical order

CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.
Guest over 2 years ago in General 0 Shipped

Dashboard Time Refresh

Right now when you set up a dashboard tile and select the timeframe of "last 30 days," it is just a quick way to select the past 30 days. It does not keep the tile updated to constantly stay at the last 30 days. It would be nice if the dashboard t...
Guest over 2 years ago in General 0 Shipped

Include Intakes in Searches

I just received a telephone call from a potential client on a traffic matter. When I run the DOI in Needles, it doesn't have a conflict. However, another person in the accident HAS contacted the firm, it is in Intake, a file has not yet been creat...
Guest almost 3 years ago in General / Search 0 Shipped

All drop down fields should be typable/autofill

In the value tab, if someone makes a payment, you can type in the paid by field and it autofills the information. Such as if I type in "cl", Client will autopopulate. same with the paid to field. The type field will not allow this, it defaults to ...
Guest over 3 years ago in General 1 Shipped