Ideas & Enhancements
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Needles 5.0

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As it was in Needles, have neos automatically calculate the attorneys fee for any settlement offer and have that attorneys fee appear in the list of expenses/credits/fees under the expense tab

In Needles, to calculate an attorneys fee you put created a "dtf" then a pop up box would allow you to put in the rate (the amount of the settlment) the period (the percentage fee, eg, 33.33333%) and then press enter and it would calculate the fee...
Guest over 1 year ago in  0

Notes - Require Clicking the Pencil to edit the note in the sidepane

Require clicking the pencil to edit the body of the Note in the sidepane, and keep that active unless you click off into another screen
Guest over 1 year ago in  0

Auto Populate the Add Payment entry with the amount due

Most of the time, when we make a payment it will be for the total amount due. There it will save keystrokes if that amount was the default in the "Amount" space. Alternatively, leave the "amount" space blank so that the Due amount can be more easi...
Guest over 1 year ago in  0

Value Tab Payment/Adjustment Color in list view

The payment/adjustment color coding is very similar in color in the list view - would like for it to be changed to totally opposite colors
Guest over 1 year ago in  0

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.
Guest over 1 year ago in  0

Add Check Number (known as "Reference" in Neos) as a column choice in the Value Screen

When reviewing the value screen notes there is not an option to add the check number (aka Reference) that paid an expense while in the list view. You must click into the value item to view the check number under the transaction section.
Guest over 1 year ago in  0

Modify file attachment name when tagging an email through outlook.

No description provided
Guest over 1 year ago in  3

Allow the Note popup to pop up from the Bottom of the screen

The note popup should have an option to pop up from the bottom of the screen, and also be adjustable so that we can make that popup screen larger. When on the bottom of the screen, the pop up will be wider, allowing us to read more of the note wit...
Guest over 1 year ago in  0

Documents tab adding the ability to add the case number and client full name as a column

Documents tab adding the ability to add the case number and client full name as a column
Guest over 1 year ago in  0

Document Details Subject & notes area @mentions

Adding the ability to add the @mention to Document Details Subject & notes area to help identify the new items that have been added that need review.
Guest over 1 year ago in  0