Bulk Value Transactions- Update the To and From in bulk
When adding a payment for multiple transactions (say attorney fees and costs) you have to update each FROM and TO for each item. This can get tedious if you have 20 costs on a case. It should be like in documents where you can click which ones and...
If entering values on the values tab, those values should be able to be pulled into an excel spreadsheet. We use excel for our settlement worksheets because it does all of the math for you and it's easier and looks better than the settlement sheet...
When tagging an email, we should be able to make a time entry at the same time. As it is now, I have to tage the email and then go back in and make an entry for the email I just sent or received. If the case has time tracking turned on, there shou...
Allow Client Names to Pop-up in the Calendar for scheduled events like client mtg.
Currently cannot see client names for each appointment time. Have to click into the calendar item to see who the clt is unless you include client name in the Subj line.
I think it would be beneficial to search messages utilizing keywords. It would be nice to be able to find all the messages I received alerting me to "invoices" or "liens" - things I can search and handle in bulk.
Ability to add multiple staff to a checklist reminder
There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
In Providers it would be helpful to be able to type a description in Email Types, instead of choosing Business, Other, Personal, like we are able to do with phones.
Upload Documents - 'Complete' box should minimize to the bottom of the screen
The successful 'Complete' box that appears when you generate a document currently minimizes to the middle/bottom portion of the screen instead of the bottom of Neos - please force the minimization to the bottom of the screen
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