Value Tab- Have the list pull items in chronological order.
It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Add option to limit case search by case status (Neos)
When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...
When adding an event in Neos for another user, the calendar should auto-refresh instead of manually refreshing to confirm we are looking at the most up-to-date events.
Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.
Neos: Value Tab Layout. Prevent resizing of the column widths
Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard
Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
It would be very helpful if there was a setting to use a "dark mode" like a grey scale version of Neos - similar to the Microsoft "Dark mode" Which uses a few different shades of grey - its easier on the eyes, when looking @ the screen all day.