Request templates should launch from Records Request Tab directly.
It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
Having the ability to open word docs directly in the desktop app.
Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
add the Ideas & Enhancements as part of the Service Portal / Support Portal
I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Allow document coding to be read if it is inside a text box.
Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.
Everywhere, you can see as reference the Needles case number by default. It would be easier for our firm to identify our cases if we could see the Alt Case Number (firm case number) instead.
Our firm would like to have the ability to calculate interest on individual value items. This would save us time so that we do not have to calulate this manually outside of Needles when creating these items.
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