Ideas & Enhancements

3 Vote

Text responses automatically post to cases in Needles

Customer would like text responses from clients to automatically post back to Needles

Created 29 Jul 14:29

General

0
3 Vote

Report LIbrary Should be Collapsed by Default

The report library is overwhelming to some users and should be collapsed by default

Created 19 Jul 15:24

General

1
2 Vote

User would like to be able to mass update the class type in the case tab

Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases

Created 21 Apr 16:50

General

0
2 Vote

Neos - Streamline Adding a Provider in Value Tab

Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?

Created 20 Apr 17:48

General

1
2 Vote

Reassign Date

Reassign Date needs to be a filter/criteria option in Advanced Search

Created 20 Apr 15:05

General

0
2 Vote

Neos - Ability to edit the flyout for a party

When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.

Created 16 Apr 17:34

General

0
2 Vote

Case Calendar "Filter" Options

Filter options for calendar tab in case. Main purpose is to be able to hide older events.

Created 16 Apr 16:09

General

0
2 Vote

Add "Party Role" To Advanced Search

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.

Created 15 Apr 16:05

General

0
2 Vote

Dashboard: filter by case dates

Would like the ability to filter a dashboard by case dates in the case tab.

Created 14 Apr 21:17

General

0
3 Vote

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab

Created 18 Jun 20:41

General / Search

0