It would be convenient to be able to modify what appears in the Case Header such as adding the First Point of Contact Name and Case Manager/Paralegals name.
When you print a DTF Report now, there is no identifying information on the report and you have to perform an additional step to get a list of the expenses.
Currently timer stops if the page is not active. Opening a new tab creates loss of time on the timer and having to calculate missing time for billing. Having a start time and end time input feature (ex 10am-11:12am) would clear up timer issues whe...
It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
Guest
about 3 years ago
in General
0
In Development
There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest
over 3 years ago
in General
0
Planning to Implement
It is being requested that we add functionality to include print commands (default printer, what tray to pick, etc.) as options for word document template fields.
Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...
Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name
Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
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