Neos - Post new note to all companion cases without copying the note after it has been created
Currently, you have to create a note for 1 case and then copy it using the Bulk Action menu from the case note list view. It would be nice to see ability to attach notes to companion cases while it is being created.
Neos - Add ability to have instructional text on tabs
In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.
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".
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