Add keyboard shortcuts for navigating the program. Some shortcuts that would be helpful: Exiting Case Folder Navigating between screens(tabs) in a case Creating New Messages Creating New Events Creating New Intakes Back to last screen in program
Have a way to delete/remove an old client from the General Mailing List without having to go into settings and jumping through all the hoops. If you can add from the party tab, why can't you remove or delete. This is a time suck when you have 20 or more birthday cards returned a month for bad address's
Hyperlinks - Bills and Records from Records Request and Liens from Value Tab
Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...
Neos - Add a report for Summary of Exported Checks from N4/N5 with a date range, so a firm can see the checks that were exported the day before, and not just requested.
Should Not auto-populate value in multi-pick list tag. Tags that pull a list of providers should not auto-populate when there is only one value. Example tag: [[ Provider Full Name | Case.ValueItems.Provider.FullNameFirstLast | Medical 2 ]]
Neos: Add more preset options to date filter such as current calendar month
Add more preset options to date filter such as current calendar month Past month is actually the past 30 days. Would like a current month option that no matter what day of the month it is, it sets to the first and last day of the current calendar ...
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