General | Ideas & Enhancements

Add a check box to the case header to indicate if client has health insurance.

would be helpful to see at a glance if the client has health insurance - for purposes of settlement, negotiations, closing, etc. Especially if files get moved around, it's an important flag and should be easier to see than having to dig into the v...

Add Multiple Values after saving without having to click out and back into "add" screen

since i'm already in the "add" section and i've already saved, I feel like I should just be able to type in a new provider and assign a value and hit save again, but it will only save the most recent one i've edited and makes me exit out to the fu...

The way the program is currently set up, if we withdraw a plaintiff or defendant from a case, we have to delete them from the case, so things aren't clutter and confusing. It would be nice to have a box to check (like the "minor" or "client" check box) that lists "withdrawn". For example, I have a case where we brought in 8 defendants, we withdrew as to 6 of them. I don't want to remove them, as we need a history of the defendant's but I don't want another staff picking up the file assuming these parties are still involved in the case. There needs to be better options to clarify situations like this.

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More User Defined Tabs

Having 5 flat and 5 list tabs is good but some firms will often use all tabs in all case types. Adding in the option to have 10 list tabs and 10 flat tabs would work as the removal of CRM (another list tab) can be a problem

User would like to be able to have a convert button when post an attachment from the outlook addin

User would like to be able to covert a word doc he is tagging to the case docs to a pdf before it goes in to the case docs

Auto tab from Notes Topic dropdown to note body field, upon hitting enter (NEOS)

When client goes into notes, and hits the topic dropdown and hits enter to select, they want the cursor to auto-tab down into the note body.

Created 09 Feb 17:08

General

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Ideas & Enhancements

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Add a check box to the case header to indicate if client has health insurance.

Add Multiple Values after saving without having to click out and back into "add" screen

More User Defined Tabs

User would like to be able to have a convert button when post an attachment from the outlook addin

Neos- Add Document Type above the Category on the Case Docs tab

Neos -SharePoint Names Modified By

Change the color of the Save button

User would like a drop down of suggested providers in the medical records tab

Auto tab from Notes Topic dropdown to note body field, upon hitting enter (NEOS)

Filter by status

Filter by category

Identify yourself with your email address

Add a check box to the case header to indicate if client has health insurance.

Add Multiple Values after saving without having to click out and back into "add" screen

More User Defined Tabs

User would like to be able to have a convert button when post an attachment from the outlook addin

Neos- Add Document Type above the Category on the Case Docs tab

Neos -SharePoint Names Modified By

Change the color of the Save button

User would like a drop down of suggested providers in the medical records tab

Auto tab from Notes Topic dropdown to note body field, upon hitting enter (NEOS)