Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color
When adding items to a case checklist, you have to scroll through a list. It would be nice to be able to use a search box to find a specific checklist code.
Cloud: add the function of bulk selecting checklist items & then delete
currently have to click one checklist at a time to mark it as done, then refresh the checklist to update which is time consuming. It would make it easier to select multiple items at one time and confirm changes.
NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports
We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...
Cloud - Edit Checklist Description from Needles Today
In previous version of Needles, you were able to edit the description from Needles Today and can only mark as complete currently in Neos. Will be useful to be able to edit again from Needles Today.
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