Ideas & Enhancements

12 Vote

Setting tagging of emails to only apply once email is sent

It would be a lot more efficient if outgoing emails that are tagged to a file would only tag once the email actually sends (as it is done in TrialWorks). That way, any edits that are done (including spell checker edits that are done when the send ...

Created 10 Oct 19:20

4
2 Vote

Criteria for the "TO" Field in Case Documents for Advanced Search

This would allow for easier tracking of documents and increase the ability to sort said documents.

Created 07 Mar 18:40

0
50 Vote

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...

Created 16 Mar 17:54

8
8 Vote

Activity Log for all Action -not specific to one case

Instead of only being able to see activity log when in a case, seeing "last visited" or "last edits w/in 24 hours" etc would be helpful. Yes there is a drop down in the search that shows last 4-5 cases accessed, however seeing a timeline of all ac...

Created 04 Dec 20:51

1
12 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 02 Oct 13:11

0
3 Vote

NEOS: Certificate of Service Special Tag

The representing section lists the party last name first name. Please change this to show full name!

Created 18 Feb 13:25

0
6 Vote

Tagging emails via SHARED mailbox

It would be highly beneficial to have the ability to tag emails from a shared mailbox to which you have access. For example, tagging a new client email received through info@"yourdomainname" directly to their intake or case file would streamline o...

Created 02 Jan 19:54

0
19 Vote

Add option to auto mark all checklist items as done after closing a case/ intake

Add the option to auto mark all checklist items that are still open in a case/intake to done after closing said case or intake

Created 12 Jun 13:27

1
5 Vote

Allow for additional columns on list tabs

There should be an option to rename or otherwise allow for additional columns on the non user defined list pages. This would allow users to additional information that is most useful to the user

Created 17 Jan 14:08

3
6 Vote

Allow sorting/favoriting of settlement memo so the one you use the most is at the top of the dropdown

This would save some time trying to find the correct settlement memo. We always use the same one, if we could favorite it and have it at the top that would be helpful and save time.

Created 31 Dec 21:57

1