Select multiple messages for deletion by holding down shift key
In Needles 4 if I wanted to clean up my messages inbox, I could select a group of messages by selecting a message 'at the top' and then scroll down to select the entire group by holding down the shift key and selecting a message "at the bottom". C...
Ability to Send Envelope of Multiple Documents to DocuSign
Currently there is only a method of sending documents one by one to DocuSign with the integration. It would save time and money if there was a way for multiple documents to be sent together as an envelope from the Case Documents tab.
It would be great if you could see the text communication under a separate tab in the case. Similiar to how you see "docs" or "notes". makes it easier to find the text communication and communicate with the client regarding their case.
it would be helpful to have the ability to set the value category for a provider within their contact card. Example, eServe will always be categorized as filing fees when entering expenses in the value tab.
Advanced Search FROM options - Please add "Last Month" as an option
This will allow us to run reports to show the month as a whole starting on the 1st, instead of the last 30 days which includes only the previous 30 days from the date the report is run. There is currently an option for "This Month". An option for ...
In Needles 4 - this red flag section actually turned red when something was put into it so it stands out. With Neos the bar is a dull gray and easily missed. Would like to either have the whole bar with a colored background or have the text red so...
Include Neos Staff in List of Recipients when emailing form Docs tab
In addition to all parties, any Neos staff attached to the case should also be listed in the list of possible recipients when emailing from the documents tab.
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