Would like the ability to select the note topic when "Add to Notes" is checked on a time entry. Right now all time entries added to Notes tab this way show up with topic "Time Entry" which isn't helpful for drill down/filter/sort.
Per Ashley Burris at Schmidt Kramer (aburris@schmidtkramer.com): I think the default search in the email tag should be Name, not email. I would never be able to search for anyone's email and always use the name.
If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.
Add option to toggle off/on the event time length when hovering over events in the Neos calendar
Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.
We cannot review older notifications. I was out for a week and have no idea of what was done or what messages were received while I was out because the notifications do not go that far back.
Reports - would be useful for firm managers to be able to see how much in total settlement demands are pending in a report. Would need the Negotiation tab field for demand amount to be able to populate in the report
Neos: Wants to be able to print check multiple checks at once for same provider.
In the desktop version, when I wanted to process a check, the steps were as follows. Case, check processing, export checks. Then I could click on value and select some OR all of the checks. In the case where we have paid multiple checks, I could s...
Hyperlinks - Bills and Records from Records Request and Liens from Value Tab
Ability to have the entries in the records request tab hyperlink to the bill and record. Could still pull from case docs, but avoids having to toggle back and forth. Same with the Value Tab. If lien is selected, we should be able to click the lien...
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