Anytime I sort columns and try to make user defined items as columns, once I exit out of Neos, the columns reset and I have to sort through everything again to get what I need. This eliminates the usefulness of being able to select columns that we...
Layout Manager: Allow editing field names and their substance
We should be able to edit an already created field when in the layout manager. Perhaps they can be thrown into a Directory or User Mini Directory. Additionally, we should be able to edit and change whether a field is a drop down, Y/N, monetary, se...
Have the option for permission group permissions to override individual selected permissions.
User made the selection for there to be an option for permission group permissions to override indv selected permissions. Because it can be challenging to go back and click inherit on every staff profile permissions section.
Be able to set default value items for each case in VT
Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled Or - an option to make it that if there is a c...
Alert that there are Open appointments when a case is closed
Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments
Submitted on behalf of Ransin Injury Law
Would be immensely helpful if we could have quarterly and yearly recurring calendar items instead of having to set them up with the date settings in the recurring section of the calendar entry.
Downloading / printing all documents from a thread of emails.
The ability to print all attached documents from a thread of emails between Neos and outlook, as opposed to opening / searching for each email individually to download / print.
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