Neos | Case Header now hides most fields by default unless maximized.
The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Firms would find it easier to parse the case header if there were something separating the field and the data populating it, such as a colon, or setting the field in bold. They would also find it preferable if the case header could stay fully open...
This is more of a compliant with the design. What a waste for the header on a case. The header doesn't expand all the way to the right, which is should, now we have to use an arrow button in order to see everything in the header and it won't remai...
This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...
Plain and simple, Filter a search by a file type like PDF, Word Doc, or Excel file types. Our users utilized this often on our old system and there is no way to do it here with the doc searches under a case or Browse Documents.
Adding & Highlighting Negotiations Notes on Notes tab.
We would like the ability to Highlight Negotiation topics on the Notes tab. Also, when adding a note to a Negotiations we would like to see it automatically be added to the Notes tab as a Highlight Negotiation topic.
When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
We would like to be able to edit the default email for a provider.
The circle appears in the provider card telling us what is the default email, however, it does not give us the option to change the default. Clicking on the circle of a different email, or clicking the edit button to change the default email would...
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