Ideas & Enhancements

3 Vote

Messages - Add ability to filter by 'Sent To' and search keywords in the message text in list view

Currently you can only filter by Taken By, would like the ability to filter by 'Taken By' - we would like to be able to filter by 'Sent To' as well as keyword search message text in the list view

Created 04 Nov 13:59

0
4 Vote

Intake: Ability to Add Special Note to an intake

This will be very helpful during the investigation phase to indicate very key facts about the case

Created 29 Oct 17:45

0
24 Vote

Add option to sort by date for all case calendar events together

Add a new tab or add the functionality to allow both Outlook and case calendar events to appear in the same list while being able to sort them by date.

Created 09 Jul 17:50

5
11 Vote

Copy link to document from dropdown box in Case Docs

It would be extremely useful to be able to copy the document link from the dropdown box in the Case Docs tab. Our firm universally hates the tiny URL email from where you attempt to send an email in Case Docs (i could give you 30 reasons), so we c...

Created 19 Sep 19:21

2
9 Vote

Delete Document after Moved (via drag & drop) into Neos

Drag & Drop of documents into Neos should work like FileIt did in TW - it should delete from original location! Once the document is in Neos it's then in Sharepoint and there is no need for a local copy!

Created 30 Sep 17:44

1
44 Vote

Allow renaming of attachments when tagging from Outlook Add-In

When tagging an email with attachment, and tagging the attachment, it would be useful to have the option of naming/renaming the attachment from the Outlook Add-In. As it is now, after saving you still have to make a separate trip to the Neos brows...

Created 15 Mar 19:50

6
2 Vote

Able to edit memo field after time entry is submitted

Unable to make edits to the memo field of time and value items is a problem for fixing typos.

Created 08 Nov 19:44

0
7 Vote

Ability to Set a Default for Event Reminder Times in Firm Preferences

This would allow for more customizability for firms that do not want reminders or want a different value other than 15 minutes. This would save time and reduce extra clicks.

Created 09 Oct 14:34

1
24 Vote

When sending an email from a case it would be great if the email would automatically populate the case name/client number to the sent email.

You are already in the case and the email gets posted as a note it just seems like it would make sense that the email would also have the client name already attached.

Created 27 Jun 14:57

4
18 Vote

Put back the Location Tag for Appointments

Prior to the calendar update, for document templates a tag existed for "Location | Case.Appointments.Location." Please put this back. It's relevant and important and our templates that use it no longer function properly.

Created 02 Aug 17:44

0