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Add names of clients to provider usage list

When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.
Guest almost 2 years ago in  0 Planning to Implement

Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest almost 2 years ago in General 1 Planning to Implement

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Guest almost 2 years ago in General 0 Planning to Implement

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest almost 2 years ago in General 1 Planning to Implement

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest about 2 years ago in General 2 Planning to Implement

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest about 2 years ago in General 0 Planning to Implement

NEOS - Notes Quick-View Window

That window that pops up on the right hand side of the screen when you click once on a note is too small/narrow. It makes reading longer notes difficult without going fully into the note. It would be nice if there was an option to have that pane p...
Guest about 2 years ago in General 0 Planning to Implement

SaaS - Add Alternate Case Number to Case Header & Search

Add Alternate Case #1 to Case Header and in Search Pop Outs
Guest about 2 years ago in General 0 Planning to Implement

Add party role to search fly out menu

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest about 2 years ago in Search 0 Planning to Implement

Update folder name in case and sharepoint when party name is updated

Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...
Guest about 2 years ago in  0 Planning to Implement