Ideas & Enhancements

Would like to print out the primary checklist in tree view so that we can share it with our team and discuss what might need to be added

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.

When you go to generate a letter, you can't see the entire name of the document and you can no longer resize the columns to be able to. If charatcters are going to be limited, that should be known. Characters are not limited anywhere else, so the...

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differ...

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.

The Checklist update does not allow you to see all the notes you put in it. It would be helpful to have a section in the details to put notes instead of changing the task name. After deleting or completing a task, you must click off the page to ha...

It has been requested that the Neos texting feature be expanded to automatically save text conversations to the case they're sent out from.

When parties have the same name and middle initial, the search results look identical.Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party.More context information in the search area ...