Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category
Neos Reports: If I want to copy an existing report that is categorized, I am not given the option to save the new report in a different category. If the report is a management report, but I want a copy of this report in a different category, I am ...
Notes Tab: Remove text from search filter when you leave the case
The text from the search box on the Notes tab should delete when you leave the case, it is confusing to land on another case and see notes missing or blank because that filter is still set.
Provider Information - More info when searching from tabs
Add ability to pull in more information when searching for a provider on a tab so you can see additional info about that provider. Also allow ability to see more information on the actual tab about the provider (like notes).
On the Value Tab you can have it grouped by Med, LIEN, ETC. I would like Checklist Summary to be able to be grouped by clients to where it condenses down my checklist but shows me how many items are due for that client in the date range entered. I...
Add Save to PDF and Print to the Bulk Actions menus
We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.
Case/Matter remove 1,000-character limitation of in Notes
Often times we have to copy information from remote sources and the current 1,000-character limitation in Notes seems to be a constant issue. Please remove the 1,000 characters limitation on Notes and give use that ability to have limitless charac...
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...
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