Ideas & Enhancements

1 Vote

Restrict Permissions on Case Open Date

It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.

Created 14 Apr 21:10

General

0
1 Vote

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions

Created 14 Apr 20:46

Checklist

0
1 Vote

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type

Created 14 Apr 20:02

Checklist

0
1 Vote

Office Location Columns for Reports

Columns that show the office location cases are assigned to would help larger firms with multiple offices keep track of things.

Created 14 Apr 14:05

Auditing

0
1 Vote

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case

Created 06 Apr 15:33

Integrations

0
1 Vote

More Robust security

Case dates should not be changeable by everyone. For Example, I have a trial date case date that if someone changes would ccause a lot of problems

Created 06 Apr 15:32

General

0
1 Vote

Be able to calendar events from the Aux checklist and Case dates

If you enter a trial date as a case date, the aux checklist allows checklist items to be put on the diary. But it doesnt allow calandar items to be put on the Calendar. This would be helpful if you had a trial that would take 2 weeks. It could cca...

Created 02 Apr 19:18

Integrations

0
1 Vote

Neos - Ability to invite outside sources to event in Neos

Since Neos displays the same function as an Outlook calendar, it would be nice to also be able to invite others to the calendar event from Neos directly without having to go to Outlook.

Created 01 Apr 18:17

Integrations

0
1 Vote

Delete

No description provided

Created 31 Mar 19:57

General

0
1 Vote

Thumbnails of case docs on hover

It would be a huge time saver if Neos could show thumbnails of images and documents when hovering over a file in case docs.

Created 31 Mar 16:48

General

0