It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...
Neos - Add ability to have instructional text on tabs
In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.
It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...
Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded. For example someone mistakenly uploads multipl...
Add phone number field to General Information that appears when you search for a party
Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Ability to click/drag open windows to reorder them
It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...
0
0
