When searching for Providers, such as Insurance Companies, the search will also pull the information in the address field. If that provider has the Insurance Company's name in the address field this will result in the adjuster appearing before the...
Removing the required address in the Provider Address fields
Addresses are not always obtained at the time of creating the provider. Removing the required field would allow to enter providers and entering information later on as needed.
A closed or rejected date does not exist when a matter is at the intake level. While you are able to close an intake via Stage > Status, there is no reportable closed date.
When trying to find an Adjuster's phone, that number should appear after a single click of the insurer - not the number of the insurance company
When trying to find an Adjuster's phone, that number should appear after a single click of the insurer - not the number of the insurance company; Also the email of the Adjuster should appear -- there is no need to go all the way to the Insurance t...
Neos: Add formatting options for phone numbers in Word Merge Documents
As it stands, adding a phone number tag in a merge document has the number pull as a 9 digit string with no dashes, parenthesis, or anything of the sort. Please add a tag option that allows for formats such as ###-###-####, or (###) ###-####.
The current timekeeping format is ok, a little over engineered but it's impossible to get out of Needles for use with fee motions or billing clients with the required information in an easy, simple fashion. Don't chuck it in with the rest of the m...
The text message details of a text file no longer appear in the notes column of the list view of the notes tab.
The text message details of a text file no longer appear in the notes column of the list view of the notes tab. Before the April update you would be able to see this information in the body of the note and the note column of the list view.
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