Add Search Contents of Files to the Browse Documents tab.
This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.
Quickbooks Integrator should be able to recognize an inactive Payee or Provider
It would be helpful if the Integrator would be able to find inactive providers and payees in Quickbooks. This would save firms so much time, so we could mark them as active for new checks.
Auto-populate Document Type field when generating docs from checklist.
When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Send Email from Neos - Add cc, bcc and from fields.
Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos
When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
Outlook Add-In: Tagging More than One Email at a Time
It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...
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