Ideas & Enhancements

1 Vote

add more info for notes

when in the notes tab, the firms would like to see more information for the notes that they are going through instead of having to open each note to see what they are

Created 16 Feb 21:49

0
2 Vote

Would like the client name in the case header, not just the case folder tab.

When you are in a particular Case and happen to look at another party, the case header should stay the same for the case, not change to the party name. Current structure creates confusion.

Created 10 May 12:36

General

0 Already exists
2 Vote

We would like the ability to change the default subject of text messages.

We would like the option to change the default text for the subject line of text messages.

Created 09 May 20:47

Messages

0
2 Vote

Multi-select checklist items

Be able to use the Ctrl or Shift shortcuts to multiselect checklist items. We have instances where we have to change a case type but want to keep the current checklist. This usually leads to some checklist items being duplicated and requires us to...

Created 07 May 15:24

Checklist

0
2 Vote

Calendar rescheduling in shared view

Having the ability to move already made appointments across a shared calendar view by dragging and dropping. I believe this capability was in 4 and would help our intake department to manage appoints on the fly if something were to happen (Car tro...

Created 07 May 15:09

0
2 Vote

"Forced" fields for intakes

Having the ability to make intake UDF's forced or required in order for the intake to be saved. This was we can ensure intake is capturing at lease the required data minimums.

Created 07 May 15:01

General

0
2 Vote

Increase the character limit of the "Special Note"/ Red Flag

We use this to store key info that the attorney can use at the click of a button over all phases of a case, on some cases we cap out before the case is completed. would be nice to have more space for more info at your fingertips.

Created 07 May 14:59

General

1 Unlikely to implement
2 Vote

Create a Favorites list of often used reports

There are a large amount of reports and I only use a few. It would be nice to have some type of way to mark "my" reports as favorites. A button group on the ribbon would be most expedient, but even something in the Reports menu that would allow me...

Created 02 May 18:19

General

0
1 Vote

Calendar - Add Start field to Recurrence window

In the Recurrence window, change the section from Recurrence end to "Range of recurrence" and add a "Start" date field to allow the start date of a recurring event to be changed (match Outlook function).

Created 08 Feb 20:01

0
1 Vote

Restrict Access by File Status

It would be great if there could be a profile setting in NEOS to limit someone's access to closed files and pending intakes. This way once a file is closed, no one but an admin could modify data in the case, with the exception of the client's prov...

Created 08 Feb 18:48

0