It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.
With the change of the 'back' button on the value tab to the left hand side of the screen, you now have to move your mouse to the right of the screen to click 'Add' a new Value item, whereas before the 'back' button was on the right hand side so y...
Neos Dashboard - Allow to select Staff by Staff Groups instead of individually
When creating a dashboard by staff, i would like the ability to see the staff groups and add all members from a specific group at once as opposed to adding each staff for my dashboard individually.
Layout Manager: Allow for the ability to copy sections between case/matter types
It would be very beneficial if we had the ability to select a section from one case/matter type and select an option to copy it to another case/matter type to help with screen layout consistency.
Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard
Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
ADD A BULK ACTION FEATURE TO THE REPLACE PROVIDER FUNCTION THAT CAN BE USED WHEN PULLING A REPORT.
It would be helpful to change a single entry field under the case tab (such as Referred By) for multiple cases, all at one time. If you enter lead generator providers by month or billing cycle, it would be helpful to make quick corrections if staf...
On the Value Tab, there is an option to print all values BUT when it prints it does not print with the client's name on it. We have to manually write the name of the client on top.
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