Ideas & Enhancements
Add a new idea
Filter by status
Unlikely to implement
Planning to Implement
Filter by category
Log in / Sign up
Identify yourself with your email address
Select Multiple Notes/Bulk Actions
On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents.I recommend adding this feature to the Note...
Created 5 Mar 05:25pm
Make Filters and Text Selection match first letters typed. Right now, if you type "LIT" you get "Fatality" rather than "Litigation" because fatality is first alphabetically.
No description provided
Created 25 May 03:10pm
Ability to add more than one auxiliary checklist item at a time.
No description provided
Created 3 May 08:32pm
Add a settlement scenario feature to test different values for settlement memos
Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
Created 28 May 04:11pm
Outlook add-in sort or search topic/type/category
It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.
Created 27 Jan 07:58pm
Neos Note Previews Show Tagged Message Body
Currently the Notes in Neos are set to show the beginning of what is a plain text box, and for tagged emails and messages this means different messages all have the same preview. It's been requested that tagged emails and messages display the mess...
Created 10 Jun 07:23pm
Would like to be able to create our own templates for the NOTES TAB based on the note topic.
Would like for the template to auto-populate in the note when we select that specific note topic.
Created 10 Jun 04:22pm
In Mass Update for Companion cases you should be able to copy the information from the fields
When mass updating companion cases the option to copy field information from another respective tab in the case should be available. It would be easier than having to manually enter the details in the mass update, especially if the information is ...
Created 10 Jun 02:26pm
Calendar Colors with Needles and Outlook
Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Created 2 Dec 03:54pm
Neos: Notes column in case docs tab
Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail vi...
Created 12 Jan 07:39pm