Ideas & Enhancements

41 Vote

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.

Created 28 Sep 22:03

4
7 Vote

Have organizer on calendar events automatically be an attendee again.

It has now added extra steps when someone calendars a reminder for themselves that they have to put themselves as an attendee. It would be better to remove yourself if you are not needed on the event.

Created 10 Sep 19:52

2
85 Vote

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.

Created 30 Jun 19:55

Companion Cases

23
6 Vote

Be able to create custom email types

Be able to create custom email types or at least give us a couple more options : records requests and billing requests

Created 20 Sep 19:10

0
2 Vote

Ability to add columns to insurnace page

There should be the ability to add or rename the avilable colums in the inusrnace page (and other opages for that matter). For instance I would like a column named "ankowledged" on the insurance page with a check box so that I can easily access an...

Created 31 Oct 15:55

0
2 Vote

Please add a line in the settlement calculator accounting for previous disbursements to clients

Currently in the settlement calculator the Net to client does not take into account any disbursements that have already been made to the client, so when evaluating settlement offers and calculating how much would be due to client, we are giving th...

Created 30 Oct 13:29

0
9 Vote

Enable consistent formatting for RE/CLIENT column in messages

Allow users to decide if they want all messages to show the RE/CLIENT in MR/MS-first-middle-last or Last, MR/MS-first-middle.

Created 14 Aug 19:30

0
22 Vote

Replies to email auto tagged, and sent from Neos not OL

When replying to an email from Neos, it should reply from the system, enabling the user to be able to send documents from the case and auto-tagging the email to the case at the same time

Created 18 Mar 18:47

4
135 Vote

Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...

Created 21 Sep 17:22

General

6 Future consideration
2 Vote

Send Notifications After the Initial Mention within Notes

@ mentions within notes will notify the staff, but any additional mentions via editing the note will not.

Created 29 Oct 17:26

0