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.
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
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.
Needles 5 - Support for Spectrum Mobile and Needles 5 Integration
Rework Spectrum Mobile and Needles 5 Integration to allow for seamless text messaging and increased assistance scope for support to provide to users incase of issue.
select certain items to show on settlement summary instead of everything not 0.
Sometimes you get a check to pay certain value items ie 2 bills but there are 10 items total on the value tab. You have to zero all the other out or you have include them all and edit and re add them in word.
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