I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.
It would be nice if I could block staff from changing the case open date. If they change the open date to hide how long they've had a file in their possession, it effects my life on desk reports.
remove name autopopulate in the search field of browse documents
As of right now the user name automatically populates in the user search field in the browse documents tab in neos. As many firms have someone who handles all intakes, this makes them complete an unnecessary search step. this should be either blan...
There is an option under "phones" in the providers for "Pager" which nobody owns and/or knows what that is anymore, but there's not an option for "Direct Line".
It was understood in Needles that anything past a certain line was user defined data. In NEOS they titled the section "user defined fields" - seems silly. Would be great if we could rename the section to what it actually is instead of seeing "user...
Move or turn off the "How Did You Hear About Us?" Field
This field is limited and misplaced. It would be better placed next to the intake data, but this field is limited so not really helpful. We should have the ability to turn off standard fields.
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