Ideas & Enhancements

6 Vote

Add a search filter to the case calendar tab

It would be beneficial to be able to search within the case calendar, by both date range and descriptions or notes.

Created 4 Oct 10:45pm

0
4 Vote

Please bring back the reports

Advanced searches changed the reports for case listings. Please, leave it as before.

Created 4 Oct 01:10pm

0
3 Vote

Include both Address Lines in the Party Preview of the Party Tab

Make it so that the 2nd address line is included when Users single click a Party Member from the List View of the Party Tab. This could help prevent Users from missing improtant information from both address lines such as the Unit/Apt#, which is c...

Created 4 Oct 07:42pm

0
3 Vote

E-mail notifications when clients text (optional setting for those who would prefer)

The Notification Bell is disorganized and overwhelming in my opinion. The only organizing factor is the time of the notifications. I get emails when my attorney sends me a neos message and I get emails when my clients add something to case status,...

Created 4 Oct 06:40pm

0
7 Vote

New Advanced Reports are not user friendly

There is too much information and some users can change these reports since it is an advanced report. Bring back the functionality of other reports are have a similar lay out.

Created 1 Oct 05:22pm

1
5 Vote

Case Listing Report is not user friendly and does not alphabetize the case list by client name.

The new features release for Case Listing by Party Name does not alphabetize the list of names. Isn't the whole purpose of a report for Case Listing by Party Name to create a list that is, at a minimum, alphabetized? I run Case Listing reports fre...

Created 2 Oct 02:43pm

1
5 Vote

Please bring back PDF legacy reports.

PDF Legacy reports quickly allow me to print and keep track of cases by class code in a much more user friendly way than excel.

Created 2 Oct 01:11pm

0
6 Vote

Ability to Toggle Between Documents

It would be nice to have arrows to move to the previous or next document in the list from the document details screen like you can with Notes. I often find myself in the document details screen to change a file name after it has been saved to Neos...

Created 1 Oct 08:59pm

0
7 Vote

Delete Document after Moved (via drag & drop) into Neos

Drag & Drop of documents into Neos should work like FileIt did in TW - it should delete from original location! Once the document is in Neos it's then in Sharepoint and there is no need for a local copy!

Created 30 Sep 05:44pm

0
133 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