Ideas & Enhancements

23 Vote

Update folder name in case and sharepoint when party name is updated

Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...

Created 08 Jul 19:02

0 Already exists
22 Vote

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...

Created 07 Aug 15:33

0 Already exists
20 Vote

Neos - Drag & Drop Documents - Allow for name change

Allow the ability to change the name of the document when dragging/dropping to the docs tab

Created 22 Dec 16:53

General

8 Already exists
17 Vote

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file

Created 31 Mar 16:53

General

2 Already exists
15 Vote

Neos - Tabbing ability between fields

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.

Created 04 Jun 21:00

General

3 Already exists
13 Vote

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs

Created 17 Jul 15:50

General

0 Already exists
12 Vote

Make phone numbers include parenthesis and dashes for easy reading.

I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.

Created 24 Aug 11:32

General

2 Already exists
15 Vote

Checklist Summary report should default to the staff that is logged in

When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...

Created 23 Apr 22:12

Checklist

1 Already exists
11 Vote

Integrator should total up all selected checks before we sent to QB

It would be good to have the integrator show us the totals for all selected checks in Integrator before we send it to QB. Would help make sure the totals are correct before putting them in QB.

Created 01 Jul 15:37

Accounting Integrations / Integrations

2 Already exists
10 Vote

Ability to tag email with a phone number search

Currently, can search by name, email and case ID but if receiving a message back from a text it would be easier to look up with a phone number search.

Created 07 Aug 13:57

Search

1 Already exists