Provide for "if, then" logic to generate tasks in the checklist
Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
It is imperative that we are able to print the calendar from Neos as we could with all prior versions of Needles! I would like the ability to print daily, weekly and agenda views of Neos Calendars!
Neos: Value Tab Layout. Prevent resizing of the column widths
Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
ability to open email in outlook without pre-populating an email address
I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
There needs to be an additional Value item for medical cases in the state of TX as an insurance or provider reduction
There needs to be an additional Value item for medical cases in the state of TX as an insurance or provider reduction. Texas requires these to be listed in case information and as part of the total amount due during the settlement process.
Please - TAKE AWAY the auto-generated documents when marking a task done.
We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!