Add the "ID Code" field as either a filter in advanced search criteria or as a column to be added.
The "ID Code" field is a default, standard field included on every case but we cannot use this field in our reports currently. there are other "ID" related criteria, but they all appear to be pulling a hidden ID code from the database isntead of t...
"Select all" feature for copy to other cases option in bulk actions for documents.
When given the option to copy to other cases by clicking on bulk actions for documents, there should be a "select all" option instead of having to go back and forth when searching for the cases. For example, I need to upload a complaint to 454 cas...
Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
Avaya IP Cloud should be offered as an integration with Neos in addition to ring central. Avaya runs off of Ring Central, so this should be an alternative if a firm would like to use additional phone services.
Intake Pro - allow party blocks to be customized and added to dynamic sections
We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
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