Ideas & Enhancements

10 Vote

Please add capability to attach files or links to calendar events. It would be incredibly helpful to keep our calendars efficient.

No description provided

Created 07 Mar 15:15

2
10 Vote

A new layout manager field that acts as a note/static text.

In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.

Created 07 Mar 15:10

1
8 Vote

Improve search/filter/sort functions

When searching for documents in case docs, these functions do not work very well, and they do not work together at all. It would be very nice to both filter/search and sort documents.

Created 10 Jul 22:20

0
1 Vote

create the ability to add a 'tag' to notes, just like we can with documents for all the same reasons

adding a tag to a document is a great feature but is not available in notes; this feature would be equally beneficial in notes to allow the ability to sort/find on a second level w/o changing the topic or crudely having to include a "key phrase" i...

Created 20 Sep 18:54

0
1 Vote

companion checklist updates

On the master checklist, would like to be able to select certain codes that update the matching code in all companion files at the same time.

Created 20 Sep 18:07

0
1 Vote

Incorporate attorney time into notes tab

I would like to see a column in the notes tab to enter time instead of having to enter the note in the value tab and then again in the notes tab. It should also display on top (and preferably also on main case page) how much time & total attor...

Created 20 Sep 16:42

0
2 Vote

Allow Neos/Zapier Metadata Field to be added as a column in advanced search

With the Neos integration with Zapier, Metadata can be used as an additional field. We need this information to be used as a column in advanced search, not just a filter. This way, the data will be available for advanced reporting.

Created 19 Jul 17:07

0
4 Vote

Note Topics - Favorites

It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...

Created 15 Mar 20:41

0
19 Vote

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...

Created 12 Aug 19:05

0
6 Vote

Ability to Update Status to N/A, Blank, Delete the Checklist Item from Main View

Just like the other boxes lets me select options without having to open item (Example when reassigning a staff), it would be helpful if the status also allows that (not having to click, open and then click More Actions and then updating status). T...

Created 09 Nov 14:57

0