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?!
Seeing the body of email and text first in preview of notes vs header info
When in list view, it would be helpful to see the body of the email or text message that was tagged, like Needles 4 would vs seeing the date time and to/from info.
When I write a note or send someone a message, the formatting I write with should remain when the message is sent. Everything gets jumbled together as if I did not put paragraphs and spaces in between. This makes for notes that look sloppy and dif...
Topic field in Notes is copied from subject line in linked Outlook emails
Right now the notes "topic" column is useless as one must open each item to see the subject of the topic. It would be grand if Assembly Legal could automatically transfer the subject line of the Outlook email into the topic column of the linked em...
Neos - Add back the ability to use Bulk Actions to Mark as Read in Browse Intakes
When you import intakes, they all come into the Browse Intakes screen bolded. The only way to change the bolding is to open each intake individually. When importing a large number of intakes, there is not always a need to open/view each intake but...
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