Neos | Case Header now hides most fields by default unless maximized.
The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Add a form to set permissions by individuals VS groups.
Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
Option to select "type" when creating a note from the value tab.
In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
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