Ideas & Enhancements

2 Vote

Download individual files as a file and not a zip

When you download a file from the documents tab, it downloads as a .zip file. That is great for downloading more than one thing at once, but for one document it should really just download the document.

Created 30 Sep 15:52

General

0
1 Vote

Bulk link related documents

It is cumbersome to "relate" documents to one another. It would be nice if the "Bulk Actions" allowed you to link multiple documents at once.

Created 21 Dec 21:39

1
1 Vote

Provide a more descriptive error message in lay terms

When attempting to modify the Intake Pro "Intakes Grouped by Stage Dashboard" tile/report by clicking on View Query and adding a date range to the Intake Date Start and End dates, the user is presented with a red toast error "you can not modify or...

Created 20 Dec 15:44

0
2 Vote

Neos - Calendar Reports - Should Populate with Today;s Date

Calendar reports should auto populate with today's date, alternatively if the date is put in the start field the end field should be autopopulated with that date.

Created 23 Sep 17:11

General

0
1 Vote

Add search parameter for date requested on Records Reports

It would help record follow up if we could filter by only records requested more than 30 days ago.

Created 16 Dec 21:00

0
1 Vote

Expenses Tracking for Mass Torts

A way where we could input an amount for a mass tort case only once, but it would be distributed equally among clients. Also, a way where this could be accessed and edited more easily.

Created 15 Dec 18:20

0
2 Vote

Neos - Browse Cases - Add ability to filter for Alt Case # and Case Name

Neos - Browse Cases - Add ability to filter for Alt Case # and Case Name

Created 15 Sep 19:03

General

0
1 Vote

Change default search type when moving a document

We want to by default search by "Name/Aka" rather than "Case #/Intake #" The main search bar remembers which type of search you used last. Please change the "Select a Case" that comes up when you do bulk action, move document to also default to th...

Created 13 Dec 23:43

0
1 Vote

messages: permit the ability to send messages to MS teams chat

otherwise, you have to monitor email, teams chat, messages and notifications; it is maddening to run musical chairs between 4 buckets all day...

Created 13 Dec 23:21

1
1 Vote

ability to page thru 'ideas & enhancements' instead of open, read, close, open, read, close....

this is a great tool for efficient and effective feedback from the trenches, so why not make it easier for users to "page" thru these much faster like reading a book....thanks

Created 13 Dec 23:11

0