Ability to Remove Calendar Event if Organizer is inactive
The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.
Neos: Support Tagging an Email while it is in draft
Please add support for tagging an email while it is in draft and delaying the copy of information to the Notes tab until after the email is sent. Currently, the email draft is copied to Neos at the point in time of the tag, so any information adde...
Make More of Provider Name Visible For Letter Templates
Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Neos- ability to see events on calendar report that are not tied to case
Currently, the calendar report only displays items that are linked with a case. It would be nice to be able to see events on the report that are also not tied to a case as well.
There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.
Capitalized merge templates should capitalize target merge fields in Neos.
Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...
Add a settlement scenario feature to test different values for settlement memos
Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.
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