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.
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