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Ability to add more than one auxiliary checklist item at a time.

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Guest almost 3 years ago in  6

Make the special note section stand out more

In Needles 4 - this red flag section actually turned red when something was put into it so it stands out. With Neos the bar is a dull gray and easily missed. Would like to either have the whole bar with a colored background or have the text red so...
Guest over 2 years ago in  0

Make Date Calculator accessible from anywhere in Neos

We really like using the date calculator, but it's only accessible on date fields - sometimes we like to calculate dates for other reasons, so we'd like to have that calculator accessible from anywhere in Neos. If it could be added to the sidebar,...
Guest almost 2 years ago in  0

Neos: Ability to "pin" documents to the top of the grid in Case Docs tab

rather than having to drill down/sort, would like to be able to pin important or in progress documents to the top of the list for easy access.
Guest over 3 years ago in General 1 Future consideration

New Accident Info Tab Needs More Info

The new Accident Info tab is a great idea - but its execution is poor as it lacks the fields that are needed for a true "One Look" page. (If this does not contain everything needed then it defeats the purpose. (And has odd fields like Defendant on...
Guest about 1 year ago in  1

Azure single sign-on Custom attribute for remembering Company ID

With the new Azure single sign-on it would be preferred that the system would know the Company ID and just pull it from an Azure Custom attribute
Guest over 1 year ago in  2

Grouping Providers

Many healthcare practices have several different locations that are all under the same name. It would be nice to have the name of the entire practice as the provider and then contact information for different locations grouped together. For instan...
Guest over 3 years ago in General 0

Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client

the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...
Guest over 1 year ago in  0

Entry ID as a filter or searchable under Documents view in a Case

We want Entry ID as a filter or searchable under Documents view in a Case, currently you cant add it as a simple filter unless you do an advanced search and we dont want to have to do that outside of the case.
Guest about 1 year ago in  0

Please make a default setting for phone, email and addresses.

As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.
Guest about 2 years ago in  1