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Document Field within other Tabs

There is a document field when editing the user defined portions of needles. We would like to be able to upload a document there such as a depo notice in the deposition tab.
Guest about 2 years ago in  3 Future consideration

NEOS - GAP - No Way To Edit Layout of Case Docs Tab

The items within the Case Documents tab have user defined information on them but there is no way to edit this information, as the Case Documents tab is not selectable in the layout manager. "Document Fields" may have been intended for that but th...
Guest about 2 years ago in General 0 Future consideration
185 VOTE

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.
Guest about 2 years ago in General 11 Future consideration

Neos: Ability to "pin" documents to the top of the grid in Case Docs tab

rather than having to drill down/sort, would like to be able to pin important or in progress documents to the top of the list for easy access.
Guest about 2 years ago in General 1 Future consideration

NEOS - Cross-Tab Linked Fields

It would be nice if you create a user defined field that had linked information across 2 tabs in a case type. Like a field on the case tab that also appeared on the party tab that held the same dataset.
Guest about 2 years ago in General 0 Future consideration

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the do...
Guest about 2 years ago in General 0 Future consideration

NEOS - Multi-Select Case in Search

The example here is that I would like to copy a note to a few different cases. There is no way for me to do that short of searching and copying to the cases one at a time. It is just tedious.
Guest over 2 years ago in General / Search 0 Future consideration

Ability to rearrange the phone numbers in party tab

As majority of parties have multiple phone numbers, it would be easier to have the ability to rearrange them based on the best # to contact. The top # is what appears when you send a message to call someone so being able to move the best contact ...
Guest over 2 years ago in  0 Future consideration

Ability to tag email with a phone number search

Currently, can search by name, email and case ID but if receiving a message back from a text it would be easier to look up with a phone number search.
Guest over 2 years ago in Search 1 Future consideration

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.
Guest over 2 years ago in General 0 Future consideration