Currently in Neos you can only add 1 task code per time entry which is not convenient for us because at least 2 tasks are needed each time. Would help if you can multi-select task codes in 1 Time entry.
It would be great if we could mandate certain fields to be filled in. For data integrity and report purposes, we need certain fields to always be filled in on all case types and often f/u monthly to update these fields. If they were mandatory this...
For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...
One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes.
It would help greatly if the save button was another color than blue, ...
Neos Outlook Add-in sort for categories/topic/type when tagging email
Currently unable to sort the categories tagged emails can be added to cases as. This would be especially helpful to firms with many document categories and types.
Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
firms would like to have a voice recognition like in previous needles versions, they are specifically asking for Cortana or other options as well. Cortana just aligns with this firm as they are using Outlook from O365
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