Ideas & Enhancements

24 Vote

An Icon to identify when a case is part of a companion group.

Change the visual of the icon in the left navigation pane of the case to identify when the case is included in a companion group. For instance, a red block like in Needles.

Created 15 Jun 15:08

0
1 Vote

Client Phone Number in Header Display

Pleae allow the option of putting the client phone number in the header display so that when we are working in another tab and want to call the client, we dont have to leave that tab to get the phone number.

Created 30 Oct 20:16

0
1 Vote

Add ability to save column options like autofit this column & autofit all columns

Adding this ability to the dashboards and advanced searches would remove the need for users to reapply this option everytime the page is refreshed or reopened.

Created 30 Oct 18:18

0
3 Vote

Change Document name while tagging

No description provided

Created 16 Sep 18:43

0
71 Vote

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

Created 09 Aug 19:29

General

2 Already exists
8 Vote

Missing time tab data in advanced search.

There are multiple fields within the time time tab that are not listed in advanced search. This makes running a report based off of the time tab very difficult in advanced search. During our testing, we noticed that the following fields are not of...

Created 28 May 13:51

1
24 Vote

Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos

When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.

Created 07 Jun 12:42

3
20 Vote

Neos - Electronic Filing - We need to be able to upload documents directly from Neos to the Court system website for e-filing

Currently, the process to upload documents to a court website for e-filing is to download all documents and exhibits (could be over 20 or 30 documents), and then upload them to the court website. It would be much easier and efficient (and less roo...

Created 29 Aug 22:33

4
34 Vote

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...

Created 18 Oct 18:02

0
42 Vote

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;

Created 19 Apr 20:59

Document Management / Integrations

1