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Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You hav...
Guest about 2 years ago in Checklist / Document Generation 0

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...
Guest about 2 years ago in Checklist 4

Add a printer friendly option to print primary checklist

Would like to print out the primary checklist in tree view so that we can share it with our team and discuss what might need to be added
Guest over 2 years ago in Checklist 1

Allow checklist items to be selected individually and copied to another case type in case layout

It would help with time management if you could copy specific checklists items created in one case type layout to add into another layout without having to copy the entire checklist. Not all cases need the same checklist items but then some of the...
Guest over 2 years ago in Checklist 0

Much Needed Changes to the Neos Checklist

Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
Guest over 2 years ago in Checklist 0

Checklist Items Automatically Marked N/A once Case is Closed Out

The checklist items should automatically mark themselves as N/A or no longer be active once a case has been marked in CLO status and closed out.
Guest almost 3 years ago in Checklist 1

Have a column on the checklist to display staff position

The ability to see what staff position each user is in would be highly beneficial to break up job functions
Guest almost 3 years ago in Checklist 0

Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type
Guest almost 3 years ago in Checklist 0

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
Guest almost 3 years ago in Checklist 4

Neos - Highlighting Searched Words/Terms/Phrases

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...
Guest almost 3 years ago in Checklist / Search 0