We are just now migrating over to Neos from Needles. I can tell you that the document management side of things is way differnt than we are used to and also more complicated. In traditional Microsoft explorer, folder views, you can do so much. It ...
Implement "copy to other case" button or check box within notes
Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen
Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Return the Warning for Users when marking a case "Dormant"
Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.
Additional Option for Changing Case Type Regarding the Checklist
We are always running into issues when changing case types with managing the checklist. When we switch it over, we usually want to keep the items marked “DONE” but delete all the other checklist items. As is, when you switch a case type, you can e...
Checklist Pop out - show description on two lines to see more text
The pop out box for the checklist shortens the checklist description, in order to see the entire description you must place your cursor in the box and use the arrow key. The description should be smaller and /or on two lines
I would be nice when you add Form fields in a PDF in PDF editor that the color of the field not print. The printing makes the final product useless unlike when adding form fields in Adobe Acrobat.
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