It would be helpful to see a specific case calendar in open calendar view, that could give us the ability to see that cases calendar compared to specific staff member's calendars.
Neos - Add back the ability to use Bulk Actions to Mark as Read in Browse Intakes
When you import intakes, they all come into the Browse Intakes screen bolded. The only way to change the bolding is to open each intake individually. When importing a large number of intakes, there is not always a need to open/view each intake but...
Too much clicking to select parties and providers on PDF merge
Too much clicking to select parties and providers on PDF merge
Client wants an option that doesn't require the extra click on OK after selecting parties and providers in PDF Merge forms.
It has been requested that when a Zip Code is added with its 4 digit extension, that the City and State Autopopulate in Neos. Currently this is not happening.
Ability to show mailing list a client is attached to within their provider card.
It would be a good idea to add a button to show what mailing list a provider card is attached to within the provider card. In the old Needles 4.9.1 the option to add and see was a click box on the provider card. I have attached pictures to help out.
CASE SPECIFIC LINKS (which a user can use to view the entire case or just specific portions of a case) If this is implemented well this could help NEOs add much more additional customers each law firms deal with hundreds of law firms and if this is easy and simple to do other law firms will take notice
This would drastically cut down on time and also be a good advertising tool for NEOs
Company Logos and Branding on our NEOs and not just in a small box pushed to the side in which no one can see
If we can add more places in neos or even in the sections to where we can display our logo or brand that's not small and hidden it would be greatly appreciated.
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