Ideas & Enhancements

1 Vote

save filters applied to the Staff Profile screen after closing or refreshing page

Users need to be able to save their filters for showing active users only as a firm does not require seeing inactive staff profiles every time they open the staff profile screen.

Created 15 Jun 19:58

0
1 Vote

Add Companion cases to Party Tab

A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Se...

Created 15 Jun 17:27

2
3 Vote

Neos - Add ability to select All Staff to intakes

In Needles 4, you could click a button that says "All Staff" under intakes. This would allow you to see all staffs intakes quickly. In Neos, you have to click on each staff members name to see the firms intakes. Should be allowed to see staff grou...

Created 22 Jul 18:10

General

0
1 Vote

Accessibility

Is your question addressed in the online help? NO If receiving an error or having an issue, what is the exact error or describe the issue. I don't know if this qualifies as something that can be resolved, but if not please take it as a suggestion....

Created 13 Jun 12:42

0
2 Vote

Neos - Setting Default Credit/Debit Accounts

Users would like to be able to set a default credit/debit account for the firm or per user to be used when requesting checks and deposits in the value tab.

Created 29 Dec 19:04

0
3 Vote

Neos- Integration with LawToolBox

Would like to have an integration with LawToolBox to increase the effectiveness of case dates

Created 17 Jul 21:48

Integrations

0
3 Vote

Cloud: Add a drop down box for user defined reports, where the user can select "All" for the case type.

#91731: Users currently must type in the case type. There isn't an option to select "All" for the case type.

Created 14 Jul 14:24

General

0
3 Vote

Cloud: Place "To" and "From" Boxes for dates for the "Reschedule" function in the case calendar.

The calendar should show a box with the scheduled date, as well as another box for the new date.

Created 10 Jul 21:02

General

0
1 Vote

Multiple texting threads for a single client

It would be helpful to add tags/subjects or split text conversations into multiple threads, so it is easier to go back and check the history for specific exchanges. I would like to be able to sort discovery-related texts into one thread, appointme...

Created 09 Jun 14:42

0
3 Vote

User would like to increase the character limit in firm preferences>settlement memo in Neos

User would like to increase the character limit in firm preferences>settlement memo in Neos. Anytime it goes over 4k it throws an error in both customer's environment and in staging. I added 50 more character and experienced the error on both s...

Created 06 Jul 18:38

General

0 Unlikely to implement