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Search Grid - Add "Staff 1" to Column chooser

Please consider adding "Staff 1" as an additional option in the "Column Chooser" list for the search results grid. We have only 1 attorney, so seeing the "Primary" role doesn't help us when it's always his name. Staff 1 will show us who the lead p...
Guest over 3 years ago in Search 0

Advanced Search - Add column for Age at DOI

To me this seems like a simple calculation and should be an available option or column in Advanced Search.
Guest about 1 year ago in  0

Direct Message from a List Entry with information from that entry

We have a list tab that is used by our Investigator and would like to be able to message from a specific list entry on the case to another Neos user with specific information from that entry. Essentially we would want to Add 'Send Message' under t...
Guest about 1 year ago in  0

Neos: Have Global Calendar default to the Day calendar instead of month

When Global calendar is selected the view is automatically defaulted to Month. Would prefer to automatically view the current Day calendar instead.
Guest over 3 years ago in General 1

Transfers on RingCentral

When a staff member transfers a call to voicemail, it will show up on the communication page so that the admin can see if calls are being send to voicemail or not.
Guest about 1 year ago in  0

Staff Permission to Add Multiple Cases to One CaseDocs Folder

It has been requested that multiple cases be able to be linked to one folder in sharepoint, enabled or disabled as a special permission in the user's staff profile.
Guest over 2 years ago in  1

Be able to set default value items for each case in VT

Would be nice to be able to set up cases so that an open case will automatically add an entry for Atty Fee, and Admin Fee when the case opens, and say "client disbursal" with client's name auto filled Or - an option to make it that if there is a c...
Guest over 3 years ago in General 1

AKA names in search results should be formatted in a bold red font to make them stand out

In Needles 4, AKA names in search results were formatted in a bold red font that made them stand out. In Needles 5, they have the same font as the rest of the general information, making it take longer to determine if you have the correct name.
Guest over 4 years ago in General / Search 0

Post message to case from someone else's inbox - the information from the original message should remain intact

If I go into someone's inbox, sent folder, and post one of their messages to a case, it posts with my name, today's date, and does not show whose message it actually is. Staff should be able to post messages from other people's inboxes in case the...
Guest about 1 year ago in  0

Dashboard grouping and sorting - allow grouping or sorting on multiple columns instead of just one

This is useful to get more granular with the data I want to pull. For example, show all cases assigned to Case Staff "Paralegal", and sort by both the Paralegal field and the Assigned field.
Guest about 1 year ago in  0