Can't see the entire name of Documents in the Document Generator template list
When you go to generate a letter, you can't see the entire name of the document and you can no longer resize the columns to be able to. If charatcters are going to be limited, that should be known. Characters are not limited anywhere else, so they...
Please change the checklist back to the way it was prior to this new UI update.
Adding notations to checklist items is very painful now, and if the notation is too long, you can no longer click a checklist item to see the full notation. If the note extends past the field of view, there is NO WAY to see what the rest of the no...
We have clients that start their case before their 65th birthday and during the case turn 65 and become Medicare eligible. It would be nice to have some sort of warning or be able to set up some sort of trigger that uses the Date of Birth.
Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client
the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...
Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.
Entry ID as a filter or searchable under Documents view in a Case
We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.
1
0
0
