Ideas & Enhancements
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2
Vote
Pin the Header/Banner Open
We used to be able to see all of the information in the case banner. Now you have to click on the drop down icon to see that information. We would like the ability to keep that pinned opened.
Created 05 Apr 15:26
0
2
Vote
Ability to Copy Value Providers to Multiple Value Entries
Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)
Created 05 Apr 11:48
0
5
Vote
Excel - allowing for the use of excel within the program to include tags
This will assist firms in being able to document code their very own settlement statements or other documents that require calculations with a total
Created 21 Jan 19:23
Document Generation / Integrations
0
6
Vote
Cloud: Allow name search by first name.
From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.
Created 28 Apr 19:28
General / Search
0
5
Vote
Ability to see who is requesting checks
I need to be able to see who's requesting checks in the QB Integrator. I put the check requests in order by requestor & then import to QB in that order so that they are printed in that order. It makes it easier when passing out checks to the e...
Created 20 Jan 20:25
Accounting Integrations / Integrations
0
5
Vote
Calendaring from an Intake
Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
Created 20 Jan 19:48
General
0
4
Vote
Neos - Add ability to copy Import Intake mappings for other case types
When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).
Created 14 Oct 21:23
0
3
Vote
Add military service information to Names ID
We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.
Created 08 Jul 22:50
0
3
Vote
Adding Multiple Parties to PDF Template Merge Fields
When defining Merge Fields for PDF Templates, the Party tag list only references the 1st party when there are many situations in which multiple parties need to be referenced. Adding functionality in which the tags can be chosen for different parti...
Created 08 Jul 17:37
0
3
Vote
Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?
No description provided
Created 08 Jul 14:52
1
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