Neos - Ability to Mass Update Template Set Up - Document Category & Type Fields
It would be helpful to have the ability to mass update the Document Category under Template set Up. Right now, you have to go into each individual item in order to update the category. Settings>Templates>Choose A Document>Choose CAtegory ...
Per Amanda Mello (Amanda@Orabonalaw.com) at Orabona Law Offices PC: This would keep firms from creating tickets for issues, because they currently assume that they can complete tasks that are listed in the triage reports.
When a billable time entry is added into the Time Tab it would be nice for it to auto-populate into the Value Tab to prevent dual data entry. Creating a bill from the Time Tab does not provide an expense breakdown for the law firm's client to see ...
Neos Calendar be able to right click select done or change state of calendar item
There is no quick way to mark a calendar item as done. You have to go into the item itself when that is not necessary. It adds more clicks and windows than should be necessary to quickly mark something done.
When you download a file from the documents tab, it downloads as a .zip file. That is great for downloading more than one thing at once, but for one document it should really just download the document.
Neos - Calendar Reports - Should Populate with Today;s Date
Calendar reports should auto populate with today's date, alternatively if the date is put in the start field the end field should be autopopulated with that date.
Organize the format of the value items when generating document.
When generating document and selecting the value item it's being shown as
500$ and not professionally like $500.00 or if it was in thousands then $5,000.00 but shows thousands in 5000$.
Needles Version 5.0 Help - I rarely find what i am looking for in Needles' online help. The two issues I'm having are the search function not finding terms that i know are in there somewhere :-) and some info just not included at all. Here are exa...
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