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Reporting number of case by event

create a report that allows you to get a case count by the event verses the Neos case number. An event or DOI May have 10 Plaintiffs who have their own Neos case number but it is still considered one event or one case. I need to add the companion ...
Guest 9 months ago in  0

Show multiple-day appointments on the main calendar instead of only as an icon at the top of each day

No description provided
Guest 9 months ago in  0

Add ability to remove calendar entries from a party's case calendar tab

Currently, when you remove a party from a calendar entry, the entry remains on that party's case calendar tab. You should be able to move it to another case if it was scheduled in error, or remove it from the case tab altogether if necessary
Guest 9 months ago in  0

Advanced Searches: Greater than or Equal To "Today" vs Selecting a Date

Right now when you choose "greater than" or "less than" you're forced to enter a date manually. It would be helpful if "Today", "Next 90 Days" could be an option as well so that I don't have to manually update the report to "today's" date. This wo...
Guest 9 months ago in  0

The ability to run reports for the checklist by the individual who assigned the task for the particular person the task is assigned to

No description provided
Guest 9 months ago in  0

Merge information to a pleading, correspondence, discovery responses, demands based upon the data entry already in neos.

In this manner, the user does not have to enter information into an authorization every time one is needed. Additionally, prepare correspondence with the recipient names and address and user's signature on document and/or discovery. Being able to ...
Guest 9 months ago in  0

Make the Global Menu Bars (Main menu left & Top menu Search) the same darker color

This would be helpful for users to easily distinguish the Global menus available in any screen in Neos.
Guest 10 months ago in  0

Certificate of Service Information Should be Selectable

I envision when setting up the certificate of service for the firm that, you can select what is included with checkboxes. For instance: _____________________________________ Check the items below to include in your Certificate of Service Paragraph...
Guest 10 months ago in  0

Import and Merge New Fields To Existing Providers

It would be nice to be able to import a CSV and have it update information to current providers. Example: Add in missing salutations or company names.
Guest 10 months ago in  0

Button to Associate Contacts with Case through Address Book or Related Contacts

Since you can access Related Contacts in a case, it makes the Case Contacts partially redundant. However, without that tab, there is no way to add contacts to a case. There should be either a way to relate additional contacts to the case through t...
Guest 10 months ago in  0