Intake name blocks no longer contain prefix/suffix fields
After the intake update, the name block no longer has prefix/suffix fields listed. The name block cannot be modified, so the previous settings cannot be restored. This will help improve visibility with having the prefix/suffix as a part of the nam...
When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Would like the option to use the same template for both intakes and cases rather than having to upload the same template twice.
Alternative, create the option to copy the template from case to intake (or vice versa).
Add Phone number, and email address of who texted to saved note.
Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...
Remove archived intakes from party info preview pane when searching.
Whenever you search for a client in Neos, the preview pane will show all intakes, and cases under that client. This includes archived intakes, which is the only way to "remove" intakes at this point in time. Please change the system to hide intake...
Whenever you are editing a calendar event, and make the entry as the status of "Postponed", prompt the user to create another calendar entry for the new time of the event. Currently, if you were to set the event to "Postponed". The user would stil...
Would like the setting to select which role a party will be defaulted to rather than having to change from "Neos Default" to "Plaintiff". Firms would like to have the ability to choose which role is selected as the default.
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