Ideas & Enhancements

12 Vote

Add option to auto delete tagged emails within the Outlook add-in

Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.

Created 26 Mar 15:08

0
1 Vote

Adding Medicals totals to the pick options for Case Header

I want to be able to have medicals total as a pick option for my header so that I can add that to certain case types. I would want this to auto refresh if the medical totals changed. I want this so that when I get a call or question, I can easily ...

Created 31 Oct 21:24

0
2 Vote

Remove Case Dates from Calendar on Closed Cases in Needles.

No description provided

Created 11 Oct 22:53

0
10 Vote

Ability to Change Dates on Tagged Emails

In order to efficiently manage our cases in Neos, we need the ability to change the dates that tagged emails are posted. We do not save all of our emails the day they are sent or received, and we've grown accustomed to changing the dates on Notes ...

Created 03 May 14:57

1
36 Vote

Apply Only Intake and Unphased Checklist Items to Intake Checklists

Intake checklists currently import all of the checklist items from the Primary Checklist of a Case Type regardless of the phase. Intakes also only allow only one staff member to be assigned at a time, for Case Types with more robust checklists, th...

Created 15 Nov 15:23

6
46 Vote

We need a way to "Flag" important notes

Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...

Created 23 Apr 15:52

3
2 Vote

Allow Neos Calendar to attach documents

It would be helpful if Neos would allow us to add documents pertinent to the event scheduled. For example, Motion hearing, to include the motion in the calendar entry is helpful to the attorney

Created 10 Oct 19:38

1
10 Vote

Email Reply in Neos - take email to the desktop outlook

When replying to an email inside Neos from the NOTE tab it automatically takes you to the internet outlook. It should be able to take you to desktop outlook.

Created 29 Apr 20:54

0
18 Vote

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided

Created 17 Nov 20:04

2
32 Vote

Excel Templates

We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.

Created 01 Feb 18:44

3