All internal email addresses should pop up when sending an email through NEOS/notes tab
Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.
There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
Should Not Need to Tag Emails From Sent Folder When Sending From Case Docs
When I email a document from Case Docs and open the email in Outlook, I cannot then tag that email from the Outlook tab. I click on tag, and then it greys out. Even when I send the email, it will not tag. My workaround is to go into my Drafts fold...
Add a form to set permissions by individuals VS groups.
Would love if there was a feature added to where some of our leads can view staff members messages BUT limits viewing attorneys or management messages.
It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...
The negotiation screen is sortable by date, but it also needs to be arranged in order per day, by time. Some cases have several rounds of negotiations in a signal day that need to be tracked, and they do not appear in the order of the offers and d...
If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
When sending documents from case tab, Let us know if the file is too large to send!
When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
It would be useful to allow for some "Favorites" to be at top of the Topics list, so we don't have to do so much scrolling, whether from Notes itself or from the Outlook Add-In. There are 4-5 topics that I use heavily, with most of the others used...
Add the ability to export quickbooks file in *.OBO file format for credit card charges
Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...
0
0
0
