We are using UD4 for our Recs tab, when you single click on an item in the list view and get the pop out, it shows everything from the tab - but does not show the contact information for the provider. We would prefer that the provider's phone and ...
Allow for multiple layers of tags when merging a document with another that has it's own tags.
At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.
Open cases assigned to that attorney should appear at top of search results
Many last names are very common. High volume firms could have 10+ cases with the same last name - sometimes even the first name or initial. If an attorney searches for a case by that name, any case assigned to them that is open should, ideally, ap...
Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.
I'd like to request a filter that could exclude open files from the Case Document's List View. The view here shows ~tmp files and I'd like to have those not show when looking through a document list. They flood up the screen.
Expand "Lazy Loads" (preview screen that appears when press the down arrow) in the Notes sections to be able to view bigger screens
I wish we could expand the "lazy loads" of the notes so we could make the screens bigger and see more at once. Also, it doesn't seem to "shrink to fit" depending on the size of the browser so sometimes i have to slide the cursor far to the right t...
Allow the user to have e-mail notifications sent when a text is received rather than only being alerted inside of NEOS as you can with calendar, messages, etc.
Add an Icon on Checklist Items that have Notes Added
With the new release of the ability to add notes to checklist items, it would be great to have an icon on the list view so you can see if a note was added to that checklist item without having to open the side panel to check
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