Ability to Tag Neos Case in Outlook Calendar Appointment from a Shared Calendar
We need to the option to tag a case when creating an appointment in Outlook Calendar for a shared calendar we have editing rights to. Currently, we can only tag a case in Outlook if it is in our calendar and not a shared calendar. If we create the...
If we could select a checkbox or symbol for documents that are referenced multiple times throughout a case and then have an option to view "Favorites". That would be AWESOME!
I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
For example, when creating a custom report using the advanced search function. I have created a report that groups together the open cases by the primary staff assigned to the cases. I would like to be able to further sort the results in alphabeti...
It would be helpful if you could see the entry date without opening each and every entry. In needles, you could see and sort the list by date. When you have several settlements in each case, it is helpful to see the input date of the entry.
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