Neos - Ability to add Document Tags field to Records Request tab
The Document Tags field is very helpful, however it would be nice to see this field in other tabs such as Records Request tab (UD tab 2). Having the ability to add the Documents Tags field to other tabs can even increase the flexibility of the sof...
Requesting that we change the dropdown when creating a new transaction back to the way it was prior to the July update. She would like it to go back to when someone makes a payment to them, it can still be marked in the system as a payment, not an...
Make the standard "How did you hear about us?" field editable and reportable
Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...
Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...
After the last patch, Neos had moved the case folder link from the case tab to the Case Docs tab, this is more steps in order to navigate to sharepoint, and makes the process longer. Please revert this change and put the case folder link back on t...
Our Social Security client rely on documents directly from the SS website. They can download a .zip file of all client documents, which includes an Index file. This Index is not accessible from the client folder in SharePoint. Known Clients affect...
The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
I have multiple check requests for the same provider that I would like to be able to have them print onto one check instead of 100 checks. I used to be able to do that in Needles 4.8.2.
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