When creating a template, we should be able to edit the order the fields are displayed in the generate template page.
When filling in templates, the order of the entries should be able to be customized. Many templates will have fields that are numbered in a particular manner, however in this page, those fields have a chance of appearing in an unclear/undesired or...
Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns
Neos Integrator - Auto-Refresh Records Per Page Setting upon saving
Currently, when changing the records per page setting in the Neos-QB integrator, the changes do not automatically refresh so the user has to manually refresh. Please implement the auto-refresh function in the integrator like we have in other areas...
Along with having the ability from the Documents tab to Sending Email to staff assigned to the case, it would be nice to have a system wide mini directory for email groups that would show under the Documents tab to Sending Email drop-down for ever...
It would be nice to have a USPS Address verification integration that would show a green check or some type of address verified logo. Here is the link to one of the USPS API tools https://www.usps.com/business/web-tools-apis/
Default Provider Card add the business name (Provider Company)
Under the Default Provider Card we would like the ability to add the business name (Provider Company) and have it linked to the business name (Provider Company) instead of needing to create Provider Associations Groups
Document tab Sending Email option need staff assigned
Currently the Document tab Sending Email option only shows the parties/providers/client email in the case. It would help dramatically to also have the staff assigned to the case in the drop-down.
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...
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