Ideas & Enhancements

71 Vote

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

Created 09 Aug 19:29

General

2 Already exists
20 Vote

Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.

Created 20 Jul 19:56

11 Already exists
44 Vote

Neos: Notes column in case docs tab

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.

Created 12 Jan 19:39

7 Already exists
43 Vote

Adding another staff assigned on Case Ribbon

We have an attorney and a paralegal assigned to each case. We would like to see at the top of our case ribbon all staff that is assigned to the case.

Created 24 Nov 22:55

4 Already exists
46 Vote

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.

Created 04 Jun 16:29

General

5 Already exists
32 Vote

AKA name should show up in the search field

When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...

Created 12 Jul 16:48

Search

1 Already exists
35 Vote

Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...

Created 05 Mar 17:25

General

6 Already exists
33 Vote

Ability to monitor staff productivity/activeness within Needles

Adding a tab under the staff profile that shows their productivity for the day. This would be not be based off being logged in or logged out but more on if the cursor is active/clicking, how many notes were made for that day, how many documents we...

Created 20 Jan 17:07

16 Already exists
25 Vote

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.

Created 10 Mar 21:51

General

1 Already exists
24 Vote

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...

Created 15 Apr 17:00

General

2 Already exists