Add Template Merge Options for Total of Value Items (MED/COSTS/ETC)
Neos doesn't provide a merge option in templates for total of all value items (it breaks it down by provider only). For example, when you choose "Total Value" it requires you select one provider and gives the total value of that provider ONLY. It ...
Currently, sections marked for redaction can only be removed by the user that marked them (before they are finalized.) We would like for other users to be able to remove those items marked for redaction. A paralegal may go through and mark section...
It is very difficult to post the text response to the case when the response is in an attachment. Two requests: 1. Automatically post the response to the case; or 2. Add the response in the body of the email as opposed to an attachment, so it is e...
QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field
When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...
Browse documents screen should include the case as a viewable field
The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...
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