A closed or rejected date does not exist when a matter is at the intake level. While you are able to close an intake via Stage > Status, there is no reportable closed date.
Reports that pull information such as Value Notes, Pay Rates, Totals, Hours, etc would allow timekeeping reports to be much more detailed and quicker to bill.
Sometimes our clients prefer to be contacted via text, email, etc, versus being mailed. A section to select our client's preferred mode of contact would be beneficial.
After tagging an email to a case, especially since there is no ability to change the name of a document, there should be an option to then go into that case, particularly the Case Docs tab of that case so that one can then easily change the name o...
Neos-Remove bulk action edit for multiple notes selected
Currently when bulk actioning multiple notes you can edit a note but it will override what was there. To prevent from overriding the same note on multiple items it would be better to not see the edit option.
Option to Have Staff Only See Documents They Uploaded
I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.
Increase character limit of User Mini Directory items
35 characters is not enough for some purposes. Also, right now if you exceed the character limit for a User Mini Directory item, you get an Internal Server Error when you try to save the User Mini Directory rather than a more specific error messag...
Currently the only supported account type for activation is regular user Office 365 accounts. It would be immensely useful for Shared calendars and SharePoint calendars.
Improve the "Re/Client" Filter in the messages tab
Currently the filter will only search for the first for exact results/ or in the exact order of the name. If you have in "Re/Client" column Charlie Brown and you enter the search filter Brown it will show not results but if you put Charlie it will...
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