The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.
Allow Users to Access All Bookmarks without Having to Switch Tabs in the Word Add-In Drop Down Menu
It would be helpful to have access to the whole suite of bookmarks in the Microsoft Add-In without having to constantly go back and forth on the drop down menu to land on the correct tab. This makes template creation tedious and take a whole lot l...
Not sure why Neos created bookmarks that can eat up several lines of a Word document, but it looks sloppy, and generally creates formatting issues with the Word template being created. These then have to worked out after generating the template in...
Pronouns should not require a two line if than statement in Word to be used. Create bookmark(s) for them. Call Trial Works, they use "spronoun" and "ppronoun" as bookmarks for pronouns. Surprised they aren't already bookmarks.
Allow Option to Add Case Contacts to Calendaring Function
Would be nice to be able invite case "provider" contacts in the calendaring function in Neos. Currently you can only do this through Outlook, so why would you use anything other than Outlook to calendar?
Document Template - Negotiation Amount Tag Incorrect. Pulls by Adjuster Name vs. Amount
The negotiation amount tag does not display the amount as it indicates. Instead it lists the adjuster's name for each entry in the negotiation tab making it trial and error to select the correct/latest offer. This letter is used when staff runs se...
The way the program is currently set up, if we withdraw a plaintiff or defendant from a case, we have to delete them from the case, so things aren't clutter and confusing. It would be nice to have a box to check (like the "minor" or "client" check box) that lists "withdrawn". For example, I have a case where we brought in 8 defendants, we withdrew as to 6 of them. I don't want to remove them, as we need a history of the defendant's but I don't want another staff picking up the file assuming these parties are still involved in the case. There needs to be better options to clarify situations like this.
1. The fields and data boxes should be more visible (greater contrast) so you can see everything better.
2. Also, the spacing between the lines of data could be much closer together so you don't have top scroll so far down the page for info tha...
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