Add a value tab for intakes to keep track of referred out clients fees
Having a value tab for intakes will make reporting easier as cases that are referred out will not have to be saved as a case in the referring firm's Neos and have those cases come up when reporting for actual cases open for the firm
Report with Case Listings by Class Code and can sort by Class Code and Party Names
create a report (without having to export to excel) with Case Listings by Class Code where you have the cases sorted by Class Code and Party Names in alphabetical order?
When adding vendors/customers the ID associated to contacts in Neos is appended to the name if there are duplicates. Having the "print name on check as" set to the contact name without the ID would save time.
Ability to not send Outlook invite when adding event to calendar.
When someone creates an event in calendar, sometimes it needs to go out for the entire staff, the staff then receives an outlook invite. There are calendared events that just do not need to have an invite go out. Doing this then causes the organiz...
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