Currently not possible to bulk update email addresses and other fields in the party tab. It is very difficult to find commonality in cases types with large numbers. Bulk update needs to be re-written to allow any field to be updated in bulk.
Neos: ability for Neos add-in to look for in-line photos
When using the Neos add-in, File Attachments are only found if they are attached to the email, but not if they are in-line with the text in the body of the email. This would be extremely helpful if it will look for both so that in-line photos don'...
Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
I know NEO's currently tells you the number of the case in the system but having NEOs generate a file number associated with each case would be very helpful.
Implement a secure HIPPA compliant file share system
Create a secure way to send large files through a secure file share system. This would be safer and we could then send large files which could be securely downloaded by the receiver.
Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates
Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
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