Neos: Transactions - Requests for Deposit increase the amount due
When adding a transaction to a value time with an amount due and requesting a deposit, the amount increases the amount due rather than reduces it. I have to edit the transaction after it's created and change it from a credit to a debit in order fo...
Adding a document tag for translated dates formats
It would be very helpful for Spanish speaking clients if we could have a tag that would change the format of dates to fit how they are used in Spanish EX. July 25. — el 25 de junio
Neos: Create a separate permission for the Case Header Note
Currently, the ability to add, modify, or delete the case header note is controlled by the Notes Tab permissions in the General Permissions > Case section. The firm would like to allow their staff to delete the case header note, but not delete ...
The checklist on main page doesn't have a "refresh" button. If changes are made to a checklist inside a case, there's no way to refresh your checklist?!