Option to hide calendar items marked as "Done". This would clean up the calendar view and prevent confusion if user's miss the color in the appointment status
Neos user defined fields for providers in advanced search
You currently cannot filter on or view user defined fields in providers in advanced search. Please add the ability to do this just like you can with cases. Our firm uses fields for court reporters for example to keep track of rates charged, and I ...
OCR/PDF Editor - need ability to add new AND edit existing digital exhibit stickers and bates stamp on exhibits.
We can't edit existing digital exhibit stickers that were previously added in Adobe desktop using typewriter tool. We can technically add new digital exhibit stickers using the Neos PDF Editor typewriter tool, but it is a nightmare to customize th...
We need a report or a way to pull ALL provider information into a CSV file that we can download to update all provider contacts in Outlook, or a way to merge Needles contacts into Outlook. We use Outlook contacts on our phones when not in the offi...
As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...
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