Just like you can copy documents between cases, we should be able to copy documents to another provider. Like if we get the CV of a doctor who has 5 locations, we should be able to put it in one and copy to all of the others.
In the PDF template, there is currently no way to pull data for more than one party (i.e. Plaintiff & Defendant). Would like to see this feature added.
Add ability to write a note/comment next to the phone number on the Party/Provider tab if additional information is required (note: this would be instead of using the EXT field)
Option to select company after a check request is submitted to QB Integrator
In Neos, if a company is not selected after requesting a check by clicking "Add, more", there is no option to select what company the check is coming from before it's sent to Quick Books. This should be a feature offered in the integrator. It shou...
Automation feature present when creating or modifying a checklist item.
When creating or modifying a checklist item it would be nice to have the a Automation feature available for editing instead of having to go to a case and select the checklist item and then add the Automation features.
Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.
It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
When scheduling, a conflict box should come up if there is a conflict present
In Needles 4, you would get a warning box if there was a conflict and you could choose to ignore it or deal with it. However, this version does not do that.
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