An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
On the records request tab, going into providers. We should have the note/comment box much bigger. When we make a note it should be going down not side ways.
Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.
Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email
The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments
To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
