Ideas & Enhancements

5 Vote

new notification

The attorneys to get a new notification every time a new case is put into their name.

Created 19 Jan 16:50

0
4 Vote

Be able to use the "tab" key to move from to, to cc, etc.

No description provided

Created 20 Mar 18:39

0
6 Vote

Assign the last staff member who texted a client to the response notes in the notes tab

Add the ability to auto assign the last staff member who was texting a client from a case to response notes created when a client responds back to a text.

Created 16 Nov 20:26

0
21 Vote

Sorting while Searching

No description provided

Created 30 Apr 14:43

9
9 Vote

link records to providers from documents tab

The new records tab document link feature is awesome, but we have lots of cases opened before that feature existed. Would like to be able to link records to the providers in the records tab from inside the documents tab--a dropdown list in the dat...

Created 12 May 17:06

1
6 Vote

Neos: Notes Tab for Texting - Add the ability to show whether a text is incoming or outgoing

Neos: Notes Tab for Texting - Add the ability to show whether a text is incoming or outgoing

Created 14 Nov 23:56

0
6 Vote

NEOS: Allow audible notifications (text, messages)

That each staff can select whether to use or not. If you aren't looking at the screen, it would be very helpful to hear that audible notification or "You have a new message" so it is clear when you receive something.

Created 14 Nov 23:53

0
11 Vote

Case Dates should automatically trigger a Calendar Entry

Most case dates require a duplicative entry to add it to the calendar as well. This should be an automatic option which would serve all firms. For example adding a trial date in case dates should automatically add a calendar entry for that trial date

Created 06 Jan 17:03

2
10 Vote

Ideas & Enhancements Moderator

As I look at the Neos Ideas & Enhancements portal, I’m starting to realize that whoever is moderating the enhancements request is not correlating items together. Here is what I mean If you bring up the Neos Ideas & Enhancements and do a se...

Created 08 Mar 17:00

2
16 Vote

Make entire Checklist item in Color, not just the code

Please have the entire checklist item colored, not the code, as it was in Needles. This isn't visible enough.

Created 25 Feb 19:12

Checklist

0