Ideas & Enhancements

30 Vote

Settlement View Value Tab

PLEASE BRING BACK THE SETTLEMENT VIEW IN THE VALUE TAB! CANNOT BELIEVE THIS IS GONE

Created 28 Sep 16:56

3
3 Vote

Being able to to tag emails and add docs to multiple cases at one time

No description provided

Created 09 Oct 13:39

0
5 Vote

In Value Tab> Reports for case, to retain case number for advanced search

If you create a custom Value report via advanced search, It would be very helpful and time saving if the case number was retained when running an an advanced search report from the Menu. This was, it wouldn't be repetitive to type the case number ...

Created 11 Sep 17:55

0
12 Vote

Calendar Descriptors on Daily/Weekly View

Several calendar entries require multiple notes due to multiple parties/cases being part of the same calendar entry. It would be EXTREMELY helpful if the Description populated on the calendar entry instead of having to click into each individual e...

Created 05 Jun 20:59

0
17 Vote

Add option to open PDF's in the Adobe Acrobat browser version

Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.

Created 26 Mar 19:28

0
103 Vote

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.

Created 02 Dec 15:54

1
2 Vote

AI Summary of Notes tab for cases

Notes contain detailed information about cases. It would be useful to have an informative summary of notes entered into each case so that users would not have to review hundreds of notes to get a feel for the case activities and information about ...

Created 22 Oct 16:33

0
4 Vote

Have notifications as unread after opening in inbox.

The notifications stay as unread even if you open a new message in the inbox. These should be marked read in notifications.

Created 23 Sep 15:26

0
52 Vote

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...

Created 27 Oct 16:05

Checklist

4
17 Vote

Value category should automatically transfer into DFT

The value category selected in the case expense entry should automatically transfer to the DTF.

Created 12 Mar 19:27

1