Make single- and double-clicking consistent within Neos
Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...
The "Add Note" feature would be very useful if added to Providers and not just "cases." Especially with lack of ability to search "user-defined" fields in Provider Advanced Search. It would be nice to easily have notes on a provider such as: "Only...
Similar to NEED50-I-520 However, would like for Neos to have the option to leave an item on the calendar to mark the original calendar item that has been rescheduled after having rescheduled the event item. Updating the former entry as rescheduled...
Outlook Tagging to Neos - Ability to see which cases are companion cases
A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.
Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
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