Column Chooser in Document Generation Drop-Downs (Needles 5)
When you are generating a document and using information from a list tab, it would be nice to be able to choose what columns display when making the selection from that tab.
Allow Subscribed reports to update date fields each week they are generated
If reports are designed to show the information for the last week, can subscribed reports automatically update to show the next week each time the report is generated. So on Monday Feb 1 it will pull all opened cases from Mon Jan 25 to Sun Jan 31....
NEOS- Display Multiple Time Zones on calendar items
Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will
Cloud: add the function of bulk selecting checklist items & then delete
currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
Under the Permission Group or individual user Permissions it would be nice to have a label that indicates what the top drop downs are. Maybe even giving it a little info “star” that describes what it is used for.
Neos: attach email attachments to case when composing new email
When composing a new email, you are unable to attach a file to a case. Once the email is sent, you have to go into the sent items to tag the email. It's not convenient to have to send it first before tagging everything.
Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Ability to save word document as a PDF right from casedocs
We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...
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