On the calendar tab, would like it to remember my last chosen options - for example, if I have multiple staff selected, the next time I log in the same staff should be selected when I click on the calendar tab. Right now, it defaults back to only ...
Our firm scans in our client's drivers license and puts it in the profile picture. It allowed us easy access to verify their information and we could compare the picture to the person. But, a couple updates ago you took off the zoom in option and ...
It would be extremely helpful to have a discovery tab that would help track what was sent and what was recieved. The ability to associate the documents would be necessary and very helpful for organization. (See Smart Advocate's tab like this)
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...
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.
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...
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