PLEASE Add a default Reminder to the Primary Checklist!!!!!!
In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Assign a Task to a Staff Member which creates a Checklist item with Follow Up
Assigning tasks to staff members is a daily occurrence. It would be great to be able to give a task to a staff member and have a way to confirm that the task was completed. Maybe the ability to assign a task by sending a message to a staff member,...
Additional Option for Changing Case Type Regarding the Checklist
We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Checklist Pop out - show description on two lines to see more text
The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
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