Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...
Color coding for when Minor or Deceased statuses are checked in Neos
Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
Tab specific document searching, so that a document search entry is not universal across all tabs in Neos.
When one navigates to the documents tab in Neos, a single search entry populates across all open neos tabs. It has been requested that tab-specific document searching be added as a feature, so that users can tailor their searches between cases.
Neos - Ability to update status on calendar invites from outside sources
It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.
Neos - Add ability to view Appointments in calendar bubble on Word Week View similar to Outlook
Currently in Neos Global Calendar, when viewing events that have lateral events you can only see a few characters in the bubble and it does not wrap the text for the appointment so you have to single select each item you want to see. On the other ...
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