Return the Warning for Users when marking a case "Dormant"
Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.
Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.
Additional Option for Changing Case Type Regarding the Checklist
We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Ability to update link to files in ANY sharepoint directory.
We archive files that are more than a few years old in a separate archive directory. Would like for the program to track location outside of CaseFiles directory--possibly adding a firm-wide setting that authorizes the archival site?
Recognition of no linked folder/Ask for permission to create SharePoint folder
Rather than auto-create file folders in SharePoint for every single matter/intake, that then just have to be deleted or managed in some other way, I propose the following: New Intake/Matter is created. CaseDocs tab is clicked. Dialog Box: "Would y...
See totals & Payee names in bulk action "add transaction" screen
When requesting checks in desktop versions of Needles, you would be able to see the total amount you were requesting. Having a total at the bottom of the list for the bulk "add transaction" screen would be very helpful. Also, being able to see the...
Using the "Checklist Summary" tab is the current way to do this, but it would be convenient to have some filter options (Case Type, Class Code, Checklist Code) on the Today screen checklist.
Checklist Pop out - show description on two lines to see more text
The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
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