Ideas & Enhancements

6 Vote

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.

Created 25 Jan 17:33

0
8 Vote

Negotiations tab should allow printing of the Negotiations entries

Printing of the Negotiations entries is a simple thing -- it would allow printing a summary of negotiations entries to be put in a file for easy reference or sending to a client

Created 12 May 12:12

0
4 Vote

Payment subtotals on value tab separated by each provider that paid

In personal injury it is very important to be able to QUICKLY see how much each insurance paid towards medical bills. It would be extremely beneficial when clicking on Subtotals in the Value tab that it separated a total of what PIP paid, what Cli...

Created 03 Oct 16:33

0
8 Vote

Staring Notes

It would be useful to star and/or pin important notes in the notes tab. That way, you automotically see the note when you go to the notes tab.

Created 06 May 19:06

0
3 Vote

Add counsel automatically when creating case

Every time a case is made for add a specific Counsel from our firm to the Counsel Tab

Created 06 Feb 14:48

0
4 Vote

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes

Created 28 Sep 14:14

0
6 Vote

View Certain Fields On Multiple Tabs

It would be great if a case date could be seen on multiple tabs. Also if filled out on one tab, it should auto update to reflect the same info on another tab.

Created 12 Jan 21:56

0
8 Vote

Ability to add multiple entries to the value tab at one time (neos)

This would be extremely helpful when a case settles and we have to add a break down of the settlement funds, for example.

Created 28 Apr 19:16

1
13 Vote

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs

Created 17 Jul 15:50

General

0 Already exists
5 Vote

Permissions groups should automatically change staff permissions to inherited automatically.

No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...

Created 18 May 21:39

2