Ideas & Enhancements
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Ability to add multiple staff to a checklist reminder

There needs to be an option on a checklist item to enable multiple staff on a case to get the reminder, as well as an option for all staff on a case if needed. We often have teams that work on a case and having only one user get the reminders is n...
Guest about 1 year ago in  1

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Guest 2 months ago in  0

Have cancelled or rescheduled calendar entries removed from the calendar screen, or marked as cancelled or rescheduled?

This would be beneficial for users, because they could clearly see if a calendar event is cancelled or rescheduled.
Guest almost 4 years ago in General 5 Future consideration

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.
Guest 9 months ago in  10

Send Email from Neos - Add cc, bcc and from fields.

Currently, all recipients are placed in the TO field. In order to properly note who is responsible for the email (the person in TO), and also note who is just added as an FYI (cc field), we would like you to include those fields. Also, if someone ...
Guest 10 months ago in  0

Auto-Fill Case Caption in "Re:" Field When Sending Emails from Neos

When sending emails from Neos, would like an option to auto-fill the case name (or other data field info), into the "Re:" field. This was an option in Trial Works.
Guest 11 months ago in  3

Allow custom view/formatting for cases per person's own settings

Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
Guest 15 days ago in  0

Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard

I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
Guest 15 days ago in  0

Make attachment visible in Value Tab Notes

A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
Guest about 2 months ago in  0

If you are in the text message thread, you should have an link to the client's case.

This panel should have a way to go directly into the case from the text thread.
Guest 4 months ago in  0