Neos - Staff 2 should be listed in Case Search or preview
The Neos case search feature displays case rows and preview, but to access other Staff assigned to cases, you have to enter the case, click on Case tab and scroll down. It would be great to have the ability to show certain staff in the Search rows...
From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
Cloud - Create a theme for the linked Sharepoint Site
When creating the new SharePoint site we should have an option to deploy the Neos Theme. This will help tie-in the site to Neos adding continuity to the product. The site can be created using Microsoft Fluent UI Theme Designer and deployed with a ...
Place a check box for a default email address in the Party Tab (Needles 5).
Every email address listed for the client is labeled as a default, when there should only be 1 default option. Cutting and pasting the email addresses on a Notepad works, but a default box would be much easier and faster.
When clicking and dragging document into case docs; should be able to select categories.
When clicking and dragging document into case docs; should be able to select categories. When clicking and dropping files into the case docs, the user want to be able select the document type from the prompt.
Cloud: Sub folder creation in cloud docs. The firm wants to be able to create folders in cloud docs and then put files in it so its neatly rather than locating it throughout the list. They had the same concept in Needles 5 and wanted the same func...
2
0
