Remove the conflict check on phone types, specifically for "Mobile"
You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.
Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection.
These codes are used to specify the typ...
I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Neos: Ability to add alternate email in Staff Profile
Any attorney will have a separate email for pleadings. It would be helpful to have a place to add the pleadings email for the attorney in staff profiles to be easily used to pull in on document generation.
NEOS - Standardize order of information in Document preview drop-down menu
Information in each entry of the drop down menus is ordered based on where the columns which the user had when they added the record/request. For all firms, this leads to highly disorganized information in drop down, and it is not wise to force ev...
Allow bulk editing of cases whether they are the same case type or not
I have always updated the staff assigned for multiple cases all at once and never had issues until Neos. It does not allow you to update bulk cases unless they are the same case type. So if we have a new employee start, I cannot just select all th...
A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...
Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...