When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
Option to expand checklist description under "checklist detail"
Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...
I would like to be able to enter the date of the trial and be able to enter all events leading up to the trail. Such as Trial Date is 01-01-2050 and 20 days before trial witness are due and 40 days before trial experts are due, etc. I want the dat...
Case Contact List - Do not show duplicate entries from the same tab
My records tab may show Datafied 10 times. Within the Case Contact List, it will duplicate and show Datafied all 10 times with Involvement on the Recs tab, but I only need to see it one time per tab involved.
When generating multiple documents in bulk it appends the provider name at the end
When you generate documents in bulk that's has a provider prompt it will append the provider name at the end of the document regardless of whether or not you edit the name of the document before generating it. Making us have to go back and edit th...
Be able to use the “tab” key to move to the next entry box
Is there any way that we can get them to make it where we would be able to use the “tab” key to move to the next entry box? Right now, if you use it, it will erase the information you’ve entered into your current entry box. This is especially frus...
Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected
There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest
over 3 years ago
in General
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Already exists
Would like to see in the Date Criteria a “Current Month” choice in addition to Today, Yesterday, Past Week, etc. Would like to be able to see data for the current month instead of rolling past 30 days. If there is a way to do this, please indicate...
Add a User Defined Field Type Like the Representing Field in the Counsel Tab
If it is possible, please make a user defined field type that works like the Representing section in the Counsel tab. It would be nice to be able to make a running list of people involved in a particular entry.
If I am creating a new calendar event from a previous event but just changing the date, I cannot copy it like I could in Needles 5 and change the date. I now have to create an entirely new Calendar event when all I need to do is change the date. I...
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