Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases.
Std search offers no filters (Unable to get a filter windo...
The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...
It would be convenient to be able to modify what appears in the Case Header such as adding the First Point of Contact Name and Case Manager/Paralegals name.
It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
Guest
about 3 years ago
in General
0
In Development
There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest
over 3 years ago
in General
0
Planning to Implement
It is being requested that we add functionality to include print commands (default printer, what tray to pick, etc.) as options for word document template fields.
Neos: add permission to block users from changing the "Case Name" field which then changes the SharePoint folder name
Please add a permission that lets us limit the ability to edit this field. The only permission available is to restrict editing ability to the entire "Case" tab which does not help because everyone needs to be able to edit fields on that tab. the ...
Users should be able to choose multiple recipients from a single pick window that populates their email address into the TO field in an Outlook Email. Currently, users are limited to a single email address and manually adding each additional email...
have Neos offer file-name suggestions based on the email subject line, as in TW -
may save the search (aka time). Also, have it jump to the 1st letter of a typic, vs. Having to scroll through an endless list of redundant suggestions.
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