Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...
Ability to add total from columns to last row in list/table.
As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
Add Option to add Party or Provide Contact Details to Outlook
Add feature to create an Outlook contact from both Party records or Provider records. Fields to include would be name, address, email address, phone numbers and date of birth. This will add a benefit to the 365 integration.
It has been requested that Settlement Memos generated in the value tab have the option to export as CSV files in column format so that they can be edited upon export.
In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.
