When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
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almost 4 years ago
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Cloud: Negotiations Tab Shouldn't Require Carrier and Adjuster Information.
You should not have to fill in the carrier and adjuster information each time in the negotiations tab. You should be able to select them from a drop down of some sort that ties back to the insurance/counsel tabs.
Neos - Need to be able to email Birthday cards to specific month date ranges
Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.
Dashboards - Should Pull Any Staff & Have Date Filters Auto Updates
Firm would like ability to pull any staff instead of only primary staff, and would like date filters to auto update (daily, weekly, monthly, quarterly)
From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...
E-mail Tag function in Outlook should default search by name, not e-mail.
The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
Texting from the Notes Tab using a Specific Note Topic. Send Text. Client Replys and automatically Posted to the case.
Cooper Hurley was using 3rd party to text using Needles 4. They did not know that Needles 5 texting uses Outlook and you have t...
Needles today should auto refresh itself or at least prompt a refresh
Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...
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