Edit Document Name when Saving From a Tagged Email
If I receive a random email from someone with a document, I can save the document, but it gets saved with whatever name the sender names it, which never matches our protocol for document naming. In addition to selecting the categories, we should b...
Cloud - Add Intake Status and Synopsis/Notes on flyout menu
It is a high priority to be able to see notes/synopsis and the intake states on the quick flyout pane to easily see whether the intake was taken or rejected.
IT WOULD BE AWESOME IF THE DATE CALCULATOR AVAILABLE THROUGH NEEDLES WAS ABLE TO CALCULATE COURT DAYS IN ADDITION TO CALENDAR DAYS. IN CA OUR MOTIONS ARE CALCULATED BY COURT DAYS. AND TO MAKE THAT EVEN BETTER, IF WE COULD HAVE THE OPTION TO DISTIN...
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...
Drop Down on Search box showing last Searches - I frequently need to search for the same term a few times in a short period (ie working on something, a call comes in and I need to search for the call, then go back to what I was doing). It would be...
Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.
Should Not auto-populate value in multi-pick list tag. Tags that pull a list of providers should not auto-populate when there is only one value. Example tag: [[ Provider Full Name | Case.ValueItems.Provider.FullNameFirstLast | Medical 2 ]]
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