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...
I think the client role should be listed in the cases when you search for them. We sometimes have parents whose children were also involved in the accident and the parent has their own case and listed as guardian in their child's case. When you se...
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...
User would like to have the calendar time for events start at 8am instead of 12am-12pm by default
Cloud User would like to have the calendar time for events start at 8am instead of 12am-12pm by default. Their day starts at 8am and they look for events and have to scroll down
In old Needles we had a divide of document setup button which was for word dcument templates and PDF Form setup for the PDF document merge. I have this firm that usage both word and pdf and its long and lots of document in the document setup. It w...
It would be nice to be able to create document tags as you need them (self building list) rather than having to pre-populate a minidirectory with them.
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...
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over 4 years ago
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That window that pops up on the right hand side of the screen when you click once on a note is too small/narrow. It makes reading longer notes difficult without going fully into the note. It would be nice if there was an option to have that pane p...
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