Option to Make Multi-Party Document Generation Output One Document
If it is possible, could there be an option to allow multi-party document generation result in a single file with all the generated documents. Needles 4 and 5 had that functionality before and it would help skip loading each individual file.
Ability to link claim information on Insurance tab to Value tab
Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
Add Option to add Party or Provide Contact Details to Outlook
Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.
It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.
Allow us to show the "Comments" column under the Insurance tab in Neos
Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...
In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!
When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...
-When inserting the merge template normally: [[ First Name | Case.Parties.Name.FirstName | Plaintiff ]] ; the field populates normally in Neos. -When capitalizing it: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]], the field does not p...
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