It has been requested that a Column be added for the "Comments" field in Insurance Items within Neos, so that customers can view comments on the list level.
Whenever you are editing a calendar event, and make the entry as the status of "Postponed", prompt the user to create another calendar entry for the new time of the event. Currently, if you were to set the event to "Postponed". The user would stil...
Paragraph Feature in Intake Layout should be added to Case layouts
It would be beneficial if you could use the add paragraph text feature from the new intake layouts in the case tab layouts as well. So that if we can add in a script or instructions on each case tab.
It is custom in almost every practice (firm or doctor's office) that documents are sorted by the most recently saved document. If Neos can't provide their customers with the ability to sort in the folder view, then Neos, should at least change the...
NEOS: Checklist items without a ref (MAN) and no due date should be applied with OPEN status instead of BLANK
Currently, Checklist items without a ref (MAN) are set without a due date and with a blank status. Our firm's users tend to filter the checklist by open items which filters out the blank status that these items get added with. Our firm has some ch...
Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled
Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...
Add the ability to use an If statement and tags in a document that is inserted in a template using the Insertdoc tag. This allows the user to create one doc with IF statements and tags once instead of having to create in every template. This will also allow the user to edit one document when there are changes needed.
The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...
It would be convenient to be able to modify what appears in the Case Header such as adding the First Point of Contact Name and Case Manager/Paralegals name.
It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
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