Negotiations tab should allow printing of the Negotiations entries
Printing of the Negotiations entries is a simple thing -- it would allow printing a summary of negotiations entries to be put in a file for easy reference or sending to a client
Neos: Make an option to not post attachments to the documents tab but still list them in the notes when tagging emails to Neos from Outlook.
Users are making a suggestion that when you post an email to Neos from Outlook they would like to be able to just have the document listed in the note but not put the document in the documents tab to avoid duplicates.
We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under ...
Neos - Ability to formate name in QuickBooks Export
When exporting checks in Needles, names would display first name last name. In Neos names are exported to checks with last, first. Would love to be able to choose which format I want.
Search for email address when posting emails to Neos
Neos should search automatically for the incoming email address when posting to Neos so that it brings up a client's case automatically without extra searching.
Please make a default setting for phone, email and addresses.
As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.
There are certain fields that are always used and should be filled such as the 'Appointment Type' in the calendar that we should be able to have control to mark as Required.
Link note in Notes tab to Record/Requests it pertains to
When noting in the notes tab pertaining to a particular request in detail, have an drop down menu where you can choose a request it pertains to. So when you are are in the Record/Request tab you can either see those notes directly or have an addit...
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