Ideas & Enhancements

2 Vote

Notification for staff 2 when assigned or changed in a case

Notification for staff 2 when assigned or changed in a case. Currently no way to do this

Created 15 Mar 21:29

0
1 Vote

The ability to run reports for the checklist by the individual who assigned the task for the particular person the task is assigned to

No description provided

Created 19 Jul 14:09

0
1 Vote

Merge information to a pleading, correspondence, discovery responses, demands based upon the data entry already in neos.

In this manner, the user does not have to enter information into an authorization every time one is needed. Additionally, prepare correspondence with the recipient names and address and user's signature on document and/or discovery. Being able to ...

Created 19 Jul 14:05

0
1 Vote

Make the Global Menu Bars (Main menu left & Top menu Search) the same darker color

This would be helpful for users to easily distinguish the Global menus available in any screen in Neos.

Created 18 Jul 15:11

0
2 Vote

Topic field in Notes is copied from subject line in linked Outlook emails

Right now the notes "topic" column is useless as one must open each item to see the subject of the topic. It would be grand if Assembly Legal could automatically transfer the subject line of the Outlook email into the topic column of the linked em...

Created 11 Mar 16:55

1
3 Vote

Neos user would like date calculator option like adding a entry to the global calendar or case calendar

When going in to the vale tab, selecting an entry and clicking the calendar icon. You get a date calculator option. User would like that to be added to the calendar icon when adding a new entry in global and case calendar.

Created 02 Nov 16:32

0
2 Vote

Doesn't want the sidebar panel to open when clicking a provider

When double-clicking on a provider to pull up their profile, the sidebar preview panel opens every time, even though I'm not single-clicking to look at the sidebar. Then the only way to close the sidebar is to click X to close it. This is a time-w...

Created 07 Mar 21:29

0
2 Vote

Social Security Number Displaying in NEOS

Allows setting to hide social security number until you hover over field or only show last 4 digits

Created 07 Mar 19:47

0
4 Vote

Alert that there are Open appointments when a case is closed

Function which would alert you if a case is closed and there are calendar items with a status of Open with a feature to Close those appointments Submitted on behalf of Ransin Injury Law

Created 19 Jun 20:47

General

0
4 Vote

Phone Number Field - Cursor should automatically be placed at beginning of fiel

When you click into the phone number field, the cursor should automatically be placed there

Created 19 Jun 15:57

General

0