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.
Be able to select provider address where client treated in each case
It would help with multiple providers and incorrect providers being entered if we could make one contact card and select the location client was seen for in each individual case, or be able to change the default address on a case by case basis ins...
Add time duration option when creating a new calendar event
When creating a new event, the timing is an automatic 15 minutes. Most, if not all, meetings are not 15 minutes long and it is excessive to have to change the times, am or pm every time. Please add a time duration option to avoid this.
When sending documents from case tab, Let us know if the file is too large to send!
When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
When a case expense is entered and a transaction made for it, we need the option to split the DTF value between multiple cases, so we can do that pro-rata accounting on the front end.
Neos should allow cases to be numbered automatically by the case date, year, month, day. This would allow the number of cases to be much more simple to identify.
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