Ability to add total from columns to last row in list/table.
As a user I wish to generate totals for columns in a table/list so that I can automatically generate totals in my merge templates without the need for Word Mail Merge codes.
Include all email addresses in the dropdown list when emailing documents
Currently on email address relating to the case we are working on are in the dropdown list. I would ALL contacts in Neos to be in the dropdown list. Better yet, ALL email addresses in my Outlook could be in the dropdown list. Currently I often hav...
Create a desktop application which has a folder for each case. Documents case be saved in a that folder which would automatic sync the document in the case in Neos. After saving a document, the need to drag and drop or upload the document into a c...
Add Statute of Limitations column to Browse Intake view.
While I am viewing Intakes, it would be helpful to see the Statute of Limitation date. That way I could put clients with a close Statute of Limitations as high priority on which to work.
In Neos when creating a transaction detail on a value item, you have the option to create a DTF. When this is created the memo line automatically fills with the provider's name, however the other information does not automatically fill in. Would l...
Single space formatting of tagged emails to the Notes tab should be an option
When you tag an email to a case and it shows up in the case tab, it is double spaced and you can't easily make it single spaced. It would be useful if we could have an option to change the formatting to make it single spaced.
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