Ideas & Enhancements
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Neos - Drag & Drop Documents - Allow for name change
Allow the ability to change the name of the document when dragging/dropping to the docs tab
Created 22 Dec 16:53
General
8
Already exists
43
Vote
Adding another staff assigned on Case Ribbon
We have an attorney and a paralegal assigned to each case. We would like to see at the top of our case ribbon all staff that is assigned to the case.
Created 24 Nov 22:55
4
Already exists
9
Vote
Neos: Ability to nest document attachments under their lead document.
Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Created 08 Oct 21:39
General
2
Already exists
8
Vote
Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected
There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Created 21 Sep 13:45
General
1
Already exists
12
Vote
Make phone numbers include parenthesis and dashes for easy reading.
I have noticed that the parenthesis and dashes are included in the fax but not phone numbers. It makes it very difficult to read off the number or dial it into a phone if you do not have a computer based phone.
Created 24 Aug 11:32
General
2
Already exists
67
Vote
When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)
The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Created 09 Aug 19:29
General
2
Already exists
22
Vote
Ability to rearrange the phone numbers in party tab
As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Created 07 Aug 15:33
0
Already exists
10
Vote
Ability to tag email with a phone number search
Currently, can search by name, email and case ID but if receiving a message back from a text it would be easier to look up with a phone number search.
Created 07 Aug 13:57
Search
1
Already exists
2
Vote
Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports
Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports. When they go in to value tab and click subtotals their is not select feature.
Created 06 Aug 16:04
General
2
Already exists
6
Vote
Being able to check select all or de-select all when exporting check to QB
The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Created 05 Aug 22:25
General
0
Already exists
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