I need a report that exports the party demographic information (including SSN and email), 9 case dates and 3 user defined fields from the case tab, and then a comprehensive output of all case notes with most recent first. To be set for all open fi...
Having 5 flat and 5 list tabs is good but some firms will often use all tabs in all case types. Adding in the option to have 10 list tabs and 10 flat tabs would work as the removal of CRM (another list tab) can be a problem
Improve the "Re/Client" Filter in the messages tab
Currently the filter will only search for the first for exact results/ or in the exact order of the name. If you have in "Re/Client" column Charlie Brown and you enter the search filter Brown it will show not results but if you put Charlie it will...
Expand/Adjust the Template name column when generating a template
It would be useful if we could expand the Template name column when generating a templates. There are templates that have similar names and the main way to tell them apart is by expanding the template name column
In Neos, when adding an insurance negotiation it would be better to added the insurance information first because when selecting the insurance type that was added on the insurance tab the negotiating with will auto-populate when the adjuster is al...
We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.
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