The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.
In the texting screen, the directory for previously generated texts will extend past the visible screen if there are enough options, with no way to view what is above without zooming the screen out. A scroll bar would counter this.
PLEASE Add a default Reminder to the Primary Checklist!!!!!!
In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Document Tab - List View - Add an option to easily arrow through the documents
Document Tab - List View - Add an option to easily arrow through the documents without having to open them one by one. Having to open multiple pictures one-by-one is very time consuming and not efficient for our attorneys.
When we log out and back into Neos we have to reset the accounting tabs filters. This becomes frustrating as by default it shows posted and pending checks and having the filters save would save us time having to put the filters back to only show p...
Please show all credit amounts for Value in Red like it was in Needles 4 and 5. If my value code is a "credit", the amount should show in the list view in red.
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