Color coding for when Minor or Deceased statuses are checked in Neos
Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing.
5.0.0.43701
It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...
Having a browser version is great, but it is also great to have a desktop version. Just like how office 365 is based in the cloud, but has desktop apps that fully connect to the browser version of office. It would be great to have a desktop app.
When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...
List view showing all docs in client folder, not just recently opened docs
The list view only shows docs that were already opened. It should show all docs in the associated client folder. According to the Learning Hub, the list view is supposed to be "the real power for document management" and where we are to "spend mos...
Currently when you search for a party, you can click on the plus sign to add a new provider or case, but you cannot add an intake. It would be great if you could search for a client and add a new intake for them right from the search field.
0
0
