Ideas & Enhancements

1 Vote

ClientID (name ID)

Need a field to store a user definable name id that is attached to a name that always follows the name (like Alt_Case_Num is to cases). The Client Code that my firm wants to track is mostly 6 characters, but a few are longer – with up to 26 charac...

Created 02 Aug 18:11

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1 Vote

Employee ID

We need a field in the staff table to store a user definable Employee ID.

Created 02 Aug 18:06

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1 Vote

Employee office code/office description as a dropdown field

This would be similar to the ID code field in Parties.Ex. OfficeCode OfficeDescription CHI Chicago Corporate Corporate Expenses to be allocated CT Connecticut DAL Dallas FL Fort Lauderdale GA General Administrative LA North Los Angeles (LA North) ...

Created 02 Aug 18:02

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1 Vote

Allow changes made to the staff assignments setup to save without closing the case type tab

When a user changes the order of the staff roles in the staff assignments they must close the tab and reopen it for the order to appear as changed. There should be a way to apply that change without closing the case type tab.

Created 01 Aug 21:15

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1 Vote

Attach Police Reports to Police Tab

Having the police department information in one place is fine, but if we could actually attach the crash report to the Police tab it would be easier than it being lumped into all documents and having to be searched for.

Created 01 Aug 16:57

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4 Vote

Sort by Address in Search Results

When you get returned search results you are very minited in what you can sort by. It would be nice if you sould sort by things like address or zip as well.

Created 12 Aug 20:56

General / Search

1
2 Vote

Outlook add-in sort or search topic/type/category

Currently the only supported account type for activation is regular user Office 365 accounts. It would be immensely useful for Shared calendars and SharePoint calendars.

Created 01 Apr 20:46

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1 Vote

Ability to have multiple company addresses under firm preferences

Ability to have multiple firm addresses and be able to select them to tag letterheads for different attorneys when creating the doc from template

Created 28 Jul 18:33

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1 Vote

Reporting number of case by event

create a report that allows you to get a case count by the event verses the Neos case number. An event or DOI May have 10 Plaintiffs who have their own Neos case number but it is still considered one event or one case. I need to add the companion ...

Created 28 Jul 02:50

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2 Vote

Improve the "Re/Client" Filter in the messages tab

Currently the filter will only search for the first for exact results/ or in the exact order of the name. If you have in "Re/Client" column Charlie Brown and you enter the search filter Brown it will show not results but if you put Charlie it will...

Created 30 Mar 20:14

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