Neos- ability to see events on calendar report that are not tied to case
Currently, the calendar report only displays items that are linked with a case. It would be nice to be able to see events on the report that are also not tied to a case as well.
Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the clie...
Special Note/Red Flag - Move the CLEAR button away from the close arrow button
It is too easy for someone to select the wrong button and delete the red flag. There is no Save button, so as soon as you click off of the special note area, your changes are saved, including deleting the entire special note/red flag.
QuickBooks export should be off of the value item not the transaction
In Needles 4 and 5, when someone requests a check they are requesting it off of the case expense item. They do not need to enter in the paid by or paid to and they do not need to generate the Due to Firm (DTF) from that item. Once the check has be...
Right now the only way to change the same info in more than one calendar item is to manually open, change, save, close, repeat. Please let me check boxes next to several calendar items and bulk update either from the calendar tab in a case, or mas...
Allow for multiple layers of tags when merging a document with another that has it's own tags.
At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.
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