Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.
Value Transaction Default Paid By/To by Value Code
Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...
Dollar values formatted with 2 decimals and right aligned
On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Include Email templates in Neos and not just Intake Pro
Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.
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