A lot of changes to our system cannot be applied until an employee completely logs out and logs back into the system. It would be great if we could force a log out of the system.
Ability to flag "bad" (redundant or advertisement) Ideas & Enhancements for Neos to delete
I am seeing more and more "Ideas & Enhancements" that are actually just advertisements from random users trying to get people to use their business. This is clearly not the point of Neos' "Ideas and Enhancement" page. There should be a way to ...
Ability to fill in "Party" in document details when first uploading a document
When you drag and drop a document into Case Docs, the only details you can initially fill out are Document Name, Document Type, Document Category, and Tags. I would also like to be able to add the Party, so I don't have to always go back afterward...
GOAL: I want a report that shows my prospect's email addresses.
PROBLEM:
The Intake First Party Export report indicates it will: "Displays the default address and email addresses for intakes within the selected criteria for export to csv file....
Organize the documents in each folder by date received
It will help see the new documents received right away and show order in which they were received from all entities. This will help CA's, Attorneys, Assistants, Secretaries, Medical Records, and Liens. Thank you!
As in the Correspondence document type, need columns for To/From/CC/BC in Email document type
This would help show who email is sent to/received from without opening email itself and/or having to modify title of document with details about the email (i.e. who it was sent to, who it's from, etc.)
PDF editor; Fields not able to auto fill from other fields.
In adobe if you have two fields that need to pull the same information you are able to name the fields the same thing and when you type into the first field it will pull into the second field automatically. For example if I name Field 1 "Test" and...
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