NEOS - Addins - Change the look of how lists export to document - On behalf of Melonakos
By default the lists generated by the neos are styled in a white and gray theme, and it's not very appealing. It would be extremely useful to be able to change this style when coding the template, so we don't have to export document, and copy and ...
I would like to format the dates which I am adding into a list with the NEOS word add-in. Currently, we can only format tags, but not dates that which are being exported to a list. The default format looks like: July 31 2020, and is typically not ...
We should be able to add plain text in the design editor to give information and instructions on filing out information in the case. We have the ability to insert legacy text from our Needles 5 but not create new fields with just text.
In the advanced search - should allow for sub groupings - grouping inside of a grouping, so if I grouped by Case Type, I can then also group by another column such as setttlement amount count.
User would like to able to follow up on notes in the notes tab
User would like to be able to follow up on notes in neos. They would like something like a follow up button or create a task for notes to be followed up on by date and time.
User would like to be able to edit stop time in a time task without editing time spent
When clicking new time task he put in the start time and it calculates. He has to change the time spent. he would like to be able to adjust the stope time.
Like the Case Docs tab, it would be helpful to tag (and filter by tags) for Notes, as well. I may have done a "Client-Call" but gotten a lot of information during that call that relates to several different issues or areas in a case -- tags would ...
Noes - Permission Groups - Display Names of Users in Permission Groups for easy access
In permission group settings now, the default is to show the number of people in the group, and you must open the dropdowqn adn scroll through to see names of users. For larger firms, the user list is longer. It would be easier to just see the nam...
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