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User would like to be able to mass update the class type in the case tab
Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases
Created 21 Apr 16:50
General
0
3
Vote
Calendar saves in notes
It would be nice if the calendar entry would save a copy into the notes tab. That way any information entered into the calendar item would be saved and can be referenced in the notes tab
Created 16 Oct 21:25
General
0
Unlikely to implement
2
Vote
Neos - Streamline Adding a Provider in Value Tab
Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?
Created 20 Apr 17:48
General
1
2
Vote
Reassign Date
Reassign Date needs to be a filter/criteria option in Advanced Search
Created 20 Apr 15:05
General
0
2
Vote
Compatibility with TABS3 Accounting Software
I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.
Created 16 Apr 17:57
Accounting Integrations / Integrations
0
2
Vote
Neos - Ability to edit the flyout for a party
When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.
Created 16 Apr 17:34
General
0
2
Vote
Case Calendar "Filter" Options
Filter options for calendar tab in case. Main purpose is to be able to hide older events.
Created 16 Apr 16:09
General
0
2
Vote
Dashboard: filter by case dates
Would like the ability to filter a dashboard by case dates in the case tab.
Created 14 Apr 21:17
General
0
2
Vote
Message presentation in Neos
#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.
Created 14 Apr 15:25
Messages
0
3
Vote
Merge Document Title Name Length
The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.
Created 03 Oct 18:13
General
0
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