Ability to "nest" document attachments under the lead document
NOT "relate" documents. I find the "relate" feature very unhelpful and not realistic. I want to "nest" documents together so that, if I have a motion with 65 exhibits, I don't have to save each exhibit separately and have each of them taking up th...
E-mail from NEOS messages should tell us in the e-mail who was CC'd
When we receive an e-mail w/ the alert that we're getting a message from NEOS from a staff member, the e-mail doesn't tell us who else was CC'd on the message. The e-mail should tell us who else was cc'd or in the to line on the message so that th...
We would like to be able to edit the default email for a provider.
The circle appears in the provider card telling us what is the default email, however, it does not give us the option to change the default. Clicking on the circle of a different email, or clicking the edit button to change the default email would...
When orienting new users and new employees or when considering adding a category/topic within the firm it would be extremely helpful to be able to print the list of items we already have in the system for training purposes and to avoid duplication...
For example, when creating a custom report using the advanced search function. I have created a report that groups together the open cases by the primary staff assigned to the cases. I would like to be able to further sort the results in alphabeti...
It would be great to have an activity feed for just the provider card information - like address, name, phone number, etc. When replacing duplicates, it can sometimes be hard to determine which card has the most updated information. It often takes...
At the bottom of an entry on the value tab there is an entry for the date and the initials of the user making the most recent changes. If there is a button that updates the calendar to today, it would make it easier to update the value tab entries...
A user would like to be able to Mass Update Provider cards to change and add emails to them in case there's a change that applies to multiple entries. Example: One provider has many offices and therefor has many provider cards. When they need to u...
The ability to drag & drop the file in the Notes tab.
We would like the ability to drag & drop our files into the notes tab, similarly to how we can do in the documents/case docs tab. This allows for an easier, more productive way to create notes with attachments.
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