Add archive directory to Firm Preferences/Documents
We archive our closed files in a separate SharePoint directory, away from CloudDocs/CaseFiles. Need to be able to point Needles to that directory under Firm Preferences for "Archived Cases" (for example), so that the documents are still available ...
The Quick Fill Text list is getting very lengthy - we would like to limit what options the staff see by staff member and/or department. So the SS department can only see SS related Quick fills, etc.
In the texting screen, the directory for previously generated texts will extend past the visible screen if there are enough options, with no way to view what is above without zooming the screen out. A scroll bar would counter this.
Once I select a field, i.e., "role" on a provider card, allow me to TAB off the field instead of having to use my mouse to select something that is ALREADY IN THE FIELD before moving on. Having to incessantly use the mouse is a waste of time and a...
Assigning an attorney to a case field is REQUIRED, but Neos let's the file be saved and exited without an attorney. Why have REQUIRED fields that aren't enforced?
When selecting the first service date, if the second date could default autofill with the same date as the first this could streamline the process of adding new value items to the value tab. User would like this set up this way and make changes to...
Currently, to add a note you need to click twice. The first click brings up a small dialogue box. You then need to click a second time to get to the "details" screen, the only place you can access the "topic" drop down, which must be selected befo...
Neos - allow the order of the parties to be changed after selecting a case to tag a message to
It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
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