Neos - Subject Field for Email Prompt in Documents Tab
It would be a good feature to add a subject field in the email prompt when you try to email a document through the Case Doc tab. It would be faster than having to open it in Outlook. Also, the bulk document email does not properly show the case na...
A unique deck of vibrant cards and symbols are used in the American card game Uno. Crazy Eights, another card game that is hugely popular in the US, is where the game's basic idea originated. Merle Robbins created Uno in 1971 in Ohio, USA, and it ...
Neos - Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed
Adding or modifying the referred by and referred to fields on the case tab is not identified in the Activity Feed. Need to be able to see any changes made to the case, no matter which field or tab.
It would be useful if the Staff field was able to be bulk updated from the the Advanced Search. Currently the field isn't available to be selected and the replace option from the staff profile is more than is needed at this time.
Cloud - Add secondary staff to quick view pane when searching for party
When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided:
1. All parties' full names in the respective cases
2. Summary (case tab)
3. Role
4. Name of Case Manager
5. Or...
Cloud - view role of party for each case in quick pane
When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
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