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Export Value Tab Memo's As CSV

It has been requested that Settlement Memos generated in the value tab have the option to export as CSV files in column format so that they can be edited upon export.
Guest over 2 years ago in  0

User would like to be able to copy ud tabs from within a case to ud tabs in other case types

User is trying to have multiple different ud tab and list in the set up for wc information in a mva case but she can only copy from user entry tab 6 in to user entry tab 6.
Guest over 2 years ago in  0

User would like exact searches for insurance providers

When searching for a provider name in to the provider search in the insurance and value tab it will sometimes get other insurance providers. If you put Farm's insurance it will include anything with insurance. WE used farmers and got an allstate i...
Guest over 2 years ago in  0

Dashboard - Add Option for "Last Week" that is from Saturday-Saturday

Dashboard - Add Option for "Last Week" that is from Saturday-Saturday such as TrialWorks Has
Guest over 2 years ago in  0

Reordering the case sidebar tabs (Case, Party, Checklist, etc)

I know that in Neos we can disable specific tabs by case-type (via settings > case types> tab setup), but adding the ability to modify the ORDER of those tabs would be much appreciated!
Guest over 2 years ago in  0

NEOS- SSN Field on general info when searching

Client would like to be able to add social security as a field when searching, to appear under "general info"
Guest over 2 years ago in  0

Force "Open Office files in Office desktop apps" firm wide.

It would be useful for larger firms if this setting can be enabled for the whole firm and not just the specific staff users. This would cut back time for enabling this feature if you were to have a large or small staff team.
Guest over 2 years ago in  0

Duplicates

No description provided
Guest over 2 years ago in  0

Note List View

Remove the email header from teh list view so that you only see the body/content of the post similar to Needles 4 so we can quickly look for a note by the context of that note. Right now all of the notes have the senders info as the first line so ...
Guest over 2 years ago in  0

Intake name blocks no longer contain prefix/suffix fields

After the intake update, the name block no longer has prefix/suffix fields listed. The name block cannot be modified, so the previous settings cannot be restored. This will help improve visibility with having the prefix/suffix as a part of the nam...
Guest over 2 years ago in Intakes 0