Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.
This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Link Documents to the Linked Records of a Contact if the Contact selected in the Document "To" field
If you select a Contact in the To Field of a Document, it would be extremely helpful if that document would automatically be added or uploaded to the Linked Records section of the selected Contact. And also include the Case Name as a column option...
All internal email addresses should pop up when sending an email through NEOS/notes tab
Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.
There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
Should Not Need to Tag Emails From Sent Folder When Sending From Case Docs
When I email a document from Case Docs and open the email in Outlook, I cannot then tag that email from the Outlook tab. I click on tag, and then it greys out. Even when I send the email, it will not tag. My workaround is to go into my Drafts fold...
Add a form to set permissions by individuals VS groups.
Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
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