When you are searching for a case in the outlook addin, it would be nice to be able to execute the search with "enter" rather than having to click the search button.
Cloud - Have a quick pane for office add-in to easily see what case is what when tagging emails
We have submitted tickets on the fact that the quick panes do not include all of the necessary information to identify the proper case if a party is associated with more than one case (i.e. the party's role and case synopsis would be much more hel...
CLOUD: ability to send document straight from the document tab
The client want to be able to send document straight from the document tab. If they are able to do document send then it should be able to send documents via email as well rather than downloading it and then attaching and sending it.
CLOUD: DTF to be created if the transaction is below $1.00
When a user enter a case expense in the value tab and they create a transaction, if the value is below $1 the toggle for cents doesnt show. The DTF toggle only shows up if the value is above $1. The user uses cents to pay stamps to USPS which is w...
Cloud - Add To and From fields in tagged note from email
When tagging email sent in Outlook to Neos it only shows the body of the email and does not include who it was sent to and from like it did prior in Needles 4.
Cloud - Have option to disable access to Settings > Integrations
Currently there is not an option to disable access to Settings > Integrations and do not want staff to be able to access if they do not have admin rights.
Cloud - Add Party Name Column to Case Notes Master Report Template
Report displays case number but does not have a column to display party name attached to that case making it harder to tell the difference between each case.
Ability to add a checklist item from the Checklist Summary or Needles Today screen
It would be nice if you didn't have to go into a case to add a checklist item when you are in the Checklist Summary or Needles Today screen. It would save time and keystrokes.
0
0
