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SaaS - Make Synopsis Tab Larger

Request to make the synopsis tab larger
Guest over 2 years ago in General 0 Shipped

Dashboard Time Refresh

Right now when you set up a dashboard tile and select the timeframe of "last 30 days," it is just a quick way to select the past 30 days. It does not keep the tile updated to constantly stay at the last 30 days. It would be nice if the dashboard t...
Guest about 3 years ago in General 0 Shipped

CLOUD: sort the document type or any mini directories drop down in alphabetical order

CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.
Guest almost 3 years ago in General 0 Shipped

NEOS - Trash Can for Recent Searches/Clearing All Recent Searches

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.
Guest about 2 years ago in General 0 Shipped

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.
Guest over 2 years ago in General 0 Shipped

Document Generator should have drop downs

The Category box in the document generator should be a drop down so you know the options. The problem we run into is that we have a Rejections, SS Rejections, and WC Rejections. However when you type Rejections, document in all 3 categories come u...
Guest over 2 years ago in General 0 Shipped

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.
Guest over 2 years ago in General 0 Shipped

Document Filter Search

When you add a filter to the Documents Tab in a case (for example the category filter) there is no way to search through the list. You have to scroll down through what is potentially a very long list to find the one you are looking for. It would b...
Guest over 2 years ago in General 0 Shipped

Value screen navigation (Value notes)

When in a value note you have to go back through the value item to get to the value screen grid again. would like a button to have the option to bypass this and go from a value note right to the value screen list, w/o having to go through the valu...
Guest almost 4 years ago in General 1 Shipped

Case Document Categories can't be set per doc to fillin automatically after a doc is merged

Merged docs can create a new Case Documents tab item, but it can't automatically fill in the Case Document Category, so after merging a new doc, the user has to go to the Documents tab and manually give each new doc a category. This takes extra ti...
Guest almost 4 years ago in  0 Shipped