Would be useful to edit the information that displays on each tab within a case. The only option now is to add User Defined info but there are way too many fields in the default Tab Setups & it ends up being extremely cluttered. I would like t...
Solved - Allow Bulk Action to Change Document Type
This function is available in the Edit page of Bulk actions. We have hundreds of documents that have the incorrect Type as a result of the file migration from TW. Currently, I have to open each one, and re-select the Type. Can you allow to check-s...
Add ability to sort by multiple columns at once in checklist
We would like the ability to sort by multiple columns at once in the checklist - for instance, sort by Assigned and then a secondary sort for Due Date. The filters are great, but sometimes you need to see the entirety of what is due for everyone i...
While you can export Settlement statment reports into .pdf or .docx., all other reports in Neos can only be exported as a .pdf, preventing the abitliy to make any edits/changes. Would like to export all reports as either .pdf or .docx.
Push or Duplicate Calendar Entries into Witness or Other Tabs
I think it would be a logical and beneficial step if users could take calendar events (for a deposition, for instance) and could either push, duplicate, or add it as a related item to the witness or notes tab, etc. It, then, would prepopulate many...
In cleaning up duplicates, it would be very time saving to see the Name ID in the search results. Instead, now I have to open the provider card to see which provider is which.
It would be very helpful to have a medical treatment tab that we could associate records and billing to, which would have categories for dates of service, costs, etc.
Implement a secure HIPPA compliant file share system
Create a secure way to send large files through a secure file share system. This would be safer and we could then send large files which could be securely downloaded by the receiver.
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