When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.
Neos - Add a setting where you can choose the default view for the case docs tab
A customer suggested that in Neos you can set the default view for the case docs tab to the folder view so he doesn't always has to choose the view every time he goes into a case.
Please add a feature to turn on bold separation lines and color in task view, daily view and when we print reports.
When you are viewing the checklist, day view or checklist deadlines on a report it all runs together making it difficult to differentiate between the items. Needles used to put certain items like discovery in colors across the whole line item. Ple...
Please make a default setting for phone, email and addresses.
As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.
In the Recurrence window, change the section from Recurrence end to "Range of recurrence" and add a "Start" date field to allow the start date of a recurring event to be changed (match Outlook function).
When accessing the calendar, if a user would like to delete multiple items, they currently need to go into each item one by one, and then delete each item. Users would like to be able to select multiple calendar items and delete them/edit them at ...
It would be great if there could be a profile setting in NEOS to limit someone's access to closed files and pending intakes. This way once a file is closed, no one but an admin could modify data in the case, with the exception of the client's prov...
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