Ideas & Enhancements

11 Vote

BRING BACK THE BULK ACTION ITEM FEATURE ON CALENDAR

BRING BACK THE BULK ACTION ITEM FEATURE ON CALENDAR. WE SHOULD NOT HAVE TO WASTE TIME CLICKING ON EACH CALENDAR ITEM TO BE DELETED.

Created 14 Jun 19:56

0
21 Vote

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!

Created 06 Oct 14:54

5
2 Vote

Calendar customized Work Day Schedule

the default "work day" times on the calendar are 9am- 6pm, our office is open 8am - 5pm, so it always looks like our schedules are off by an hour/ has caused a few schedule errors when looking for the shaded v unshaded times.

Created 22 Jan 20:34

0
2 Vote

Intake Conditionality - Hide Parties

Add conditionality to allow hiding Party Blocks (Name, Address, Phone Number, Email) based on Conditionality (ie: Is this person the Injured Party? If no, add caller section)

Created 22 Jan 15:44

0
2 Vote

Copy Party on intake to from party 2 to Party 1

We have accidentally added Party 1 (injured Party) into the Party 2 slot (Caller Info) - add an option to copy info from one party section to another

Created 22 Jan 15:42

0
2 Vote

Copy Address on an Intake

Add ability to copy an address from Party 2 to Party 1 (or vice versa)

Created 22 Jan 15:40

0
21 Vote

Neos - Checklists with Documents should not automatically populate the documents when marked Done

A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they wan...

Created 04 Oct 15:33

3
16 Vote

Option to deduct expenses before calculating fees on settlement statement

My firm deducts the case expenses before calculating attorney's fees, so the current settlement calculator is useless to me. I would like the option to deduct expenses and then calculate fees and net to client.

Created 06 Feb 17:18

6
5 Vote

Neos: Add SUBJECT line to Value Notes

Since the value notes now transfer to the Notes tab, and the Notes tab already has the ability to take advantage of the Subject field, it would be nice to have that field available on the Value Notes section.

Created 07 Nov 15:27

0
15 Vote

Favorite Cases List or Frequently accessed cases

In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...

Created 28 Feb 15:42

7