Add a way to select a case that is not currently in an open tab from the create time entry button window
When you click "create" then "time entry, a window will open to add a new time entry, but currently only lets you select a case that is currently in an open tab in Neos. Please make it so that you can select any case whether it is in an open tab o...
When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.
It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.
Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...
adding "notify staff member" option when checklist item is completed/marked done
If there could be a way that under the checklist details, there is an option to notify a staff member, or multiple members, when an item is marked done. this would be especially helpful when one gets assigned a TDO and the assigning member needs t...
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