Not sure why Neos created bookmarks that can eat up several lines of a Word document, but it looks sloppy, and generally creates formatting issues with the Word template being created. These then have to worked out after generating the template in...
Pronouns should not require a two line if than statement in Word to be used. Create bookmark(s) for them. Call Trial Works, they use "spronoun" and "ppronoun" as bookmarks for pronouns. Surprised they aren't already bookmarks.
Allow Option to Add Case Contacts to Calendaring Function
Would be nice to be able invite case "provider" contacts in the calendaring function in Neos. Currently you can only do this through Outlook, so why would you use anything other than Outlook to calendar?
Currently the only supported account type for activation is regular user Office 365 accounts. It would be immensely useful for Shared calendars and SharePoint calendars.
Add a check box to the case header to indicate if client has health insurance.
would be helpful to see at a glance if the client has health insurance - for purposes of settlement, negotiations, closing, etc. Especially if files get moved around, it's an important flag and should be easier to see than having to dig into the v...
Add Multiple Values after saving without having to click out and back into "add" screen
since i'm already in the "add" section and i've already saved, I feel like I should just be able to type in a new provider and assign a value and hit save again, but it will only save the most recent one i've edited and makes me exit out to the fu...
Adding more information to subject line when receiving email regarding message received
When having the option enabled to receive new messages and message replies via email, the subject line is very vague. It would be nice to see additional information such as the case information that was attached to the Neos message.
Having 5 flat and 5 list tabs is good but some firms will often use all tabs in all case types. Adding in the option to have 10 list tabs and 10 flat tabs would work as the removal of CRM (another list tab) can be a problem
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