User would like to able to follow up on notes in the notes tab
User would like to be able to follow up on notes in neos. They would like something like a follow up button or create a task for notes to be followed up on by date and time.
User would like to be able to edit stop time in a time task without editing time spent
When clicking new time task he put in the start time and it calculates. He has to change the time spent. he would like to be able to adjust the stope time.
Noes - Permission Groups - Display Names of Users in Permission Groups for easy access
In permission group settings now, the default is to show the number of people in the group, and you must open the dropdowqn adn scroll through to see names of users. For larger firms, the user list is longer. It would be easier to just see the nam...
Providers copy name and address formatting when copying from Provider card
User would like it to look like this For example:
Mickey Mouse, 111 First Street
Orlando, FL 33881
instead of
Mickey Mouse
111 First Street
Orlando, FL 33881
The ability to limit case access to cases they're assigned to.Needles 4 you can set permissions to "D" where they can only access their specific cases, while in 5 you cannot.
When date is not properly entered a form cannot be saved. It would help to highlight the improper entry.
when completing a form, if one field contains data not properly entered, the form will not save. If that field can be highlighted, it will make locating the field and changing the entry easier and save time.
When using the multi-record list feature, it is not ideal to use when the list is for sending to multiple counsel. When the list is created (3rd image), the name and full address are side-by-side instead on top of each other. When creating columns...
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