we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...
The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally. Example: You need to email 5 users in your firm and send them a Note from N...
We were using eDOCS before and our firm utilized unique document numbers on each file that would be referenced for quick searching. We really want this back and I think all that would need to be done is have code set that keeps track of a number i...
Save/add files to Neos when saved/added to Sharepoint/OneDrive
Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...
Make a Credit category that corresponds to case expenses.
For instance, when a case has multiple settlements in it, we need to be able to reflect that we have reimbursed some of the case costs. It does not make sense so have to go costs entry by cost entry and mark them paid until you get to the exact pe...
Administrator permission to force a log out of a user if they are found to be logged on in more than one location.
A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...
0
0
0
