remove name autopopulate in the search field of browse documents
As of right now the user name automatically populates in the user search field in the browse documents tab in neos. As many firms have someone who handles all intakes, this makes them complete an unnecessary search step. this should be either blan...
Mr. Keener from the Keener Law Firm wants to suggest that we integrate some BI software with Neos because he likes to generate charts and graphs. Also, he was suggesting if Neos would be able to in the future be able to generate charts and graphs....
When entering information on a provider card, specifically emails, it currently only allows fields in "type" that are created in the mini directory under "online accounts". It would be nice to have it sent up the way phone numbers and address are;...
The current set-up for tagging e-mails is a bit frustrating. It would be nice to rename documents in an e-mail when tagging it to a case. It's unnecessary wasted time having to go into a file after tagging an email with documents just to rename th...
There is an option under "phones" in the providers for "Pager" which nobody owns and/or knows what that is anymore, but there's not an option for "Direct Line".
Ability to modify a dashboard after it's been created
Sometimes a field or data is forgotten in building the dashboard. This then requires you to delete the dashboard and start over instead of just modifying the criteria. It would save so much time if the dashboard could be modified after it's been c...
It was understood in Needles that anything past a certain line was user defined data. In NEOS they titled the section "user defined fields" - seems silly. Would be great if we could rename the section to what it actually is instead of seeing "user...
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