Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)
I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.
At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...
Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.
The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...
Document Generation drop down showing only party member names, and not entry information.
When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...
It would be convenient to be able to modify what appears in the Case Header such as adding the First Point of Contact Name and Case Manager/Paralegals name.
It would be great if the dashboards could look at a future date range. For example 3 months out, 30 days out. This is a great way to help filter cases that need to go into suit, upcoming trials, etc.
Guest
about 3 years ago
in General
0
In Development
There is an option in the checklist to group items by different information. At the moment, there is no way to do that in other list tabs like case documents or case notes. It should be an option in those tabs as well.
Guest
over 3 years ago
in General
0
Planning to Implement
0
1
