Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.
There was a similar function back in Needles 4 wherein a list of tags could be used to pull certain bits of information when merging docuemnts. Say the list contained 4 items, but the document you're making only calls for items 1 and 4, or another...
Case Calendar - Allow Change to Default Time of Appt
When adding an appointment from the Case Calendar tab, the appointment automatically defaults to 12:00am-12:30am - this can be overlooked when scheduling quickly, which leads to not being able to see the appointment on your calendar. Please add th...
Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...
Able to tag emails en masse for one case; often get several emails in one day for one case during mediation/settlement negotiations/trial prep especially when multiple defendants
Cloud - List Provider Usage Lacking Information and Functionality
When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
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