Ideas & Enhancements

1 Vote

Cloud - Separate Permissions and Staff Directory Access

Right now, giving edit permissions to the Staff Directory also gives the ability to change permissions. These two should be separated like they were in Needles 4 and 5. The modify permission should also only allow a user access into their own Staf...

Created 04 May 14:01

General

0
1 Vote

When you launch a document, it should launch from the proper folder.

Documents don't pull from the correct folder. Per mike@scinjuryattorney.com

Created 27 Apr 13:18

General

0
1 Vote

Cloud - Create a theme for the linked Sharepoint Site

When creating the new SharePoint site we should have an option to deploy the Neos Theme. This will help tie-in the site to Neos adding continuity to the product. The site can be created using Microsoft Fluent UI Theme Designer and deployed with a ...

Created 25 Apr 11:54

General

0
1 Vote

Place a check box for a default email address in the Party Tab (Needles 5).

Every email address listed for the client is labeled as a default, when there should only be 1 default option. Cutting and pasting the email addresses on a Notepad works, but a default box would be much easier and faster.

Created 24 Apr 20:32

General

0
1 Vote

When clicking and dragging document into case docs; should be able to select categories.

When clicking and dragging document into case docs; should be able to select categories. When clicking and dropping files into the case docs, the user want to be able select the document type from the prompt.

Created 24 Apr 18:25

General

0
1 Vote

Cloud Case Docs File Attachment Size

Client would like file size larger than 2.9 gb

Created 23 Apr 17:59

General

0
1 Vote

My wish is that Needles would make the Transaction Details screen smaller.

Where you click on the green plus sign to open transaction details on the value tab, the screen takes up a large part of the screen. You cannot see the numbers behind you. Most of the time I am making an adjustment and I need the number behind the...

Created 21 Apr 21:12

General

0
1 Vote

Allow staff members to view changes made to user minin directories

This will allow all staff members to see updates to mini directories instantly.

Created 20 Apr 21:29

General

0
1 Vote

Cloud: Download files to a folder instead of searching individually

It would be easier to select multiple documents in case docs and download them to a folder in Sharepoint

Created 02 Apr 14:48

General

0
1 Vote

Cloud Case tab Case Title

Under "CASE" - in the "case title" box- when you type in the client's name it would be great if a drop down of choices came up after typing in the 1st 3 letters. Instead, you have to type in the 1st name even though you just did it in the PA...

Created 30 Mar 15:57

General

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