On the Case Tab, you can only select one referred-by source, but if a case is referred by multiple sources you do not have anywhere to enter that information. It would be great if a searchable field had the ability to have multi-selections.
In order to streamline our workflow, it would be beneficial if Neos: Made a pop-up of the phone log details after your phone call so you could assign and add notes, saving without having to go to the communications tab to do so Have the phone/comm...
Hello all – Not sure if this is the place to deal with this but just want to let you know that taking away the feature to file (“tag”) multiple emails all at once is incredibly burdensome. In Trialworks we could file emails all at once. As lawyers...
Neos has 10 user tabs but only 5 are list entries. We would like to make more user tabs lists vs. entry. Additionally having the option to add more tabs would be even more helpful and being able to choose list/entry.
Value Transaction Default Paid By/To by Value Code
Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...
Dollar values formatted with 2 decimals and right aligned
On the value tab, advanced search, etc dollar values should always be displayed with 2 decimal places and right aligned so the decimal places line up. Current formatting presents as $10.1 $100.01 $1000.1 Should be $___10.10 $__100.01 $_1000.10 so ...
Include Email templates in Neos and not just Intake Pro
Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...
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