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 ...
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.
Adding Flag/Grey Header to Case Should Not Be Titled "Add Note"
"Add note" in the top right hand corner when you need to add a flagged header/grey banner is confusing with the actual Notes tab. Can it say "Add Flag" instead?
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...
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
Ability to "nest" document attachments under the lead document
NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...
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