Bolded text in "If" statements losing bolded text once converted to Neos from Needles.
If a firm transitions from Needles 4 to Neos and have documents coded with multiple "If" statements that contain bolded text. When those documents are converted to Neos the bolded text no longer works. This is something very important to some firm...
When entering Caller name fields, we should be able to enter the caller's name in it's own alphabetic field without having to search and add a new provider. 9 times out of 10 the caller does not already exist in our database and want to avoid extr...
We are using UD4 for our Recs tab, when you single click on an item in the list view and get the pop out, it shows everything from the tab - but does not show the contact information for the provider. We would prefer that the provider's phone and ...
Neos: Shifts data if the parties are not listed in sequential order in the intake
How intakes are currently working. The order of the parties in the intake lay out are as follows: Party 1 Party 3 Party 2 How to recreate the issue: Enter party 1 information. Enter Party 3 information (it comes before Party 2 in the intake) Save....
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