Ideas & Enhancements

4 Vote

Neos: Have Global Calendar default to the Day calendar instead of month

When Global calendar is selected the view is automatically defaulted to Month. Would prefer to automatically view the current Day calendar instead.

Created 24 Sep 15:04

General

1
5 Vote

Checklist dates to be displayed on Needles Calendar

The firm wanted the checklist items/dates to be displayed on the needles calendar.

Created 12 Aug 20:23

Checklist

0
1 Vote

change flyout list for "provider usage" to a new tab.

I am having to reconcile a provider's usage across several cases (and it's not a "replace provider" situation). I have to go back in to the provider and run the usage every time I leave to reconcile a matter file. Having the list open in a new tab...

Created 01 Feb 14:47

0
4 Vote

Neos - Special Note Header - Move the 'Clear' Button from the 'Arrow' Button

The 'Clear' button in the special note header of the cases is right next to the toggle arrow - it should be moved to avoid accidentally clearing fo the special note data

Created 21 Sep 13:43

General

0
5 Vote

Create a dashboard where you can select data to pull

Want to be able to create new dashboards that will pull the information the firm is looking for. Similar to how a report can pull information from Needles, we should be able to create a dashboard that allows which information we want to see

Created 08 Aug 20:06

General

1
3 Vote

Ability to save word document as a PDF right from casedocs

We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...

Created 02 Nov 14:33

0
2 Vote

Mass Update Primary Staff

Would like the ability to update the primary staff in bulk. Not able to do so right now.

Created 15 Dec 16:42

2
1 Vote

Assigning checklists or auxiliary checklists to a specific user for all cases

It would be beneficial for the new premium texting feature if you could assign certain checklist items to a user. Then when anyone adds that checklist it auto populates to that user. Just like when you assign cases, you can assign specific people ...

Created 29 Jan 21:27

0
2 Vote

make field labels easier to read with a different color than the content of the field

and, permit various colors such as a red label is a mandatory field

Created 13 Dec 23:54

0
2 Vote

permit sending messages to an outside email

such as keeping client and/or cocounsel informed w/o having to compose a separate email after sending the message; do it once, not twice

Created 13 Dec 23:52

0