It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest
about 3 years ago
in General
1
Already exists
Add a Group Special Permissions for access to making a case Dormant.
A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Ability to add court documents to Litigation Docs tab
It would be more efficient if you could add the court documents to the lit docs tab instead of only on the case docs tab. Sometimes with the all records, bills, correspondence, etc they get lost on that tab and its harder to review through them ev...
Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.
We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.
Are their plans to bring back the Quality Assurance aka CRM tab capabilities?
From time to time our firm plays around with the idea of bringing back the Quality Assurance or CRM tab capabilities it seems to me that this could easily a module like the intake solution in order to help Neo's customers have a better understandi...
Have Minor Check Box and Date of Majority on contact card
Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.
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