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Adding document path link in record/request tab and litigation tab

The firm want to be able to add document in record/request tab and then when they want to retrieve the file it should open up the file when clicking on the link. Similar to how case doc has a file link attached. They want the same way done on liti...
Guest over 2 years ago in  1

Compatibility with TABS3 Accounting Software

I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.
Guest over 1 year ago in Integration 0

Add "Party Role" To Advanced Search

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.
Guest over 1 year ago in General 0

Restrict Permissions on Case Open Date

It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.
Guest over 1 year ago in General 0

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions
Guest over 1 year ago in Checklist 0

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type
Guest over 1 year ago in Checklist 0

Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.
Guest over 1 year ago in Messages 0

Office Location Columns for Reports

Columns that show the office location cases are assigned to would help larger firms with multiple offices keep track of things.
Guest over 1 year ago in Auditing 0

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case
Guest over 1 year ago in Integration 0

More Robust security

Case dates should not be changeable by everyone. For Example, I have a trial date case date that if someone changes would ccause a lot of problems
Guest over 1 year ago in General 0