Neos | Have option to upload letterhead within Neos
Instead of having to store the letterhead within a SharePoint library that Neos can access, it would be more convenient to have the letterhead uploaded in Neos similar to the Firm Logo that a tag will pull from on templates.
Should Be Able to Mass Update from User Defined Tabs
Under Mass Update, for our User Defined tabs, it does not recognize any fields in the tab, so I am unable to copy data from one companion case to another. Should be a feature just to copy an entire tab OR it needs to be fixed that Mass Update reco...
Zapier - If Last Name is not provided - auto create as Unknown
When an intake is imported via Zapier, the Last Name is required. If you don't have the Last Name, the intake gets rejected. It would be great if the last name could autopopulate to Unknown if it is not filled out in the triggering event.
Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP
Allocate documents of closed cases to another folder in SP to free up space in the case files folder of SP - this would happen when you close the folder in Neos.
Remove the calendar from the records date input bar
Trying to type in a date should not be this tedious - anywhere. Have to backspace or have a calendar pop up that is literally years of clicking through is just... tedious.
Currently, if you select an end date and try to change it the filter will mark the second selection as the start date. The filter should allow us to reselect the end date without it changing the start date upon the second selection.
Ability to drag and drop documents on any case tab
Regardless of which tab you have active in a case, you should be able to drag and drop documents into the case. The document would be saved to the Docs tab as normal, but you should be able to add documents with any tab active.
0
0
