Hello all – Not sure if this is the place to deal with this but just want to let you know that taking away the feature to file (“tag”) multiple emails all at once is incredibly burdensome. In Trialworks we could file emails all at once. As lawyers...
Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.
Invoice should pull date task performed, not date entered
Sometimes, we enter our time spent into Neos at a later date. It would be helpful if the invoice would display the date the work was performed, rather than the date the information was entered into Neos.
Return ability for partial Name search in "all" field
It seems as though I can no longer do a partial name search using the "all" field. This is how I've always previously searched. It doesn't work now, unless I put the entire client name in the "all" field. In order to search just using a partial na...
Ability to Lock Columns for User Defined Tabs like the Records Request
It would be nice to be able to lock the columns so that other users don't toggle certain data on or off. Maybe even grant it as a special permission to be able to lock it so they remain the same across other cases too.
Neos has 10 user tabs but only 5 are list entries. We would like to make more user tabs lists vs. entry. Additionally having the option to add more tabs would be even more helpful and being able to choose list/entry.
Option to Keep Note/Message Topic Label from the Original Sender or Change It
As is, the sender might send a message under the topic "client call' and the recipient has to again label it when responding. It would be greatly appreciated to be able to simply keep the original topic label OR change it if needed.
Allow user to organize the order of "type" in case docs for their workload.
"Types" are organized alphabetically. Each employee may be in one area more than another, it would make their work more efficient to organize the types to suit their work than to have it be alphabetically. If your work is in something at the end o...
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