Ideas & Enhancements

5 Vote

Checklist Summary - Trailing Time Frame

When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.

Created 11 Feb 12:07

Checklist

0
6 Vote

Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...

Created 22 Oct 14:19

Checklist

1
4 Vote

Checklist Date

Ability to copy and paste a date from one checklist item to another.

Created 19 Mar 21:03

Checklist

0
7 Vote

Ability to close multiple checklist items

I think it would be a great addition if we could select multiple tasks on Needles today to mark done

Created 07 Oct 20:48

Checklist

0
6 Vote

Search When Adding Items to Checklist

When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.

Created 16 Jun 18:24

Checklist

0
3 Vote

Group Checklist Summary by Client

On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...

Created 05 Oct 13:25

Checklist

0
5 Vote

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...

Created 15 Mar 17:47

Checklist / Search

0
4 Vote

Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...

Created 22 Dec 13:34

Checklist / Document Generation

0
5 Vote

NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.

Created 05 Feb 20:29

Checklist

0
6 Vote

Cloud: add the function of bulk selecting checklist items & then delete

currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.

Created 31 Mar 18:14

Checklist

3