Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest
over 3 years ago
in General
6
Future consideration
Allow the user to have e-mail notifications sent when a text is received rather than only being alerted inside of NEOS as you can with calendar, messages, etc.
Open cases assigned to that attorney should appear at top of search results
Many last names are very common. High volume firms could have 10+ cases with the same last name - sometimes even the first name or initial. If an attorney searches for a case by that name, any case assigned to them that is open should, ideally, ap...
We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Add new document linking ability to value tab items
We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...
If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
Provide for "if, then" logic to generate tasks in the checklist
Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Add one line of Synopsis screen to the individual cases durng search
It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.
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