A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
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!
To be able to email the intake to the referral attorney.
I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Case Checklist Item Permissions - Specifically Restrict Due Date Modification
Currently, when you the modify permissions for case checklist items you also stop users from being able to mark items as done. We would like the ability to stop users from changing the due date of an item without them losing the ability to change ...
Sometimes we settle cases with just the liability funds, and then we have a separate settlement with the UIM (underinsured motorist) funds, and it's necessary to show those settlements separately in the value folder.
Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
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