Ideas & Enhancements

41 Vote

Please add the ability to include birthday with managed mailing lists in MailChimp

In order to send emails or text messages through MailChimp on birthdays, the birthday needs to be sent to MailChimp. This was stated as a future feature in the MailChimp knowledge base article and we would like it to be implemented for a campaign.

Created 9 Jun 02:13pm

0
10 Vote

Allow a sort or filter for when cases are assigned to staff

It would be helpful to know what cases are assigned to staff members and when they were assigned so they can create a chronological report so they know which cases were most recently assigned to them. This could be done through a new column in adv...

Created 13 Jun 02:24pm

0
15 Vote

I think my idea would help me organize myself when i'm working on more then 15 people at once.

I find it a little confusing when I send a new message for a case, and the case name tab is full with 15+ people. I think it would be a good idea if, when we click 'Send a new message,' instead of it going all the way to the end of the list of nam...

Created 13 May 01:54pm

0
167 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 5 Jun 08:20pm

25
6 Vote

Please add "Bill To" column to the Time Tab.

We use the "Bill To" field to add time entries for multiple parties on class action files. However, we cannot see that field unless we re-open the time entry. We are requesting the "Bill To" column be added to the Time Tab. We should be able to so...

Created 30 May 07:46pm

5
85 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 04:03pm

27
1 Vote

An option to manually enter a date when adding an auxiliary checklist to a case, rather than selecting from the case date dropdown menu.

I would like the option when adding an auxiliary checklist to a case to edit it to add a reference date from which the other dates are calculated, rather than only being able to select the reference date from the Case Date dropdown menu. This woul...

Created 12 Jun 05:08pm

0
2 Vote

Neos AI Chat: Translation services Idea

On occasion, a client will have an international document or background. It would be great if the AI Chat was able to help us translate documents. For example, if we have a document in Spanish, and we could tell the chat bot what sort of document ...

Created 9 Jun 04:03pm

0
72 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 03:50pm

28
65 Vote

Ability to Click and Access any Checklist Item Displayed as Due on the user's Neos Calendar

While it is great having Checklist Due Dates push to the Neos calendar, it would be more efficient, helpful and useful if the entry was clickable to access the checklist item for updating the status, due date, etc. Currently, the checklist due dat...

Created 11 Oct 04:01pm

24