Neos: Ability to add alternate email in Staff Profile
Any attorney will have a separate email for pleadings. It would be helpful to have a place to add the pleadings email for the attorney in staff profiles to be easily used to pull in on document generation.
NEOS - Standardize order of information in Document preview drop-down menu
Information in each entry of the drop down menus is ordered based on where the columns which the user had when they added the record/request. For all firms, this leads to highly disorganized information in drop down, and it is not wise to force ev...
Allow bulk editing of cases whether they are the same case type or not
I have always updated the staff assigned for multiple cases all at once and never had issues until Neos. It does not allow you to update bulk cases unless they are the same case type. So if we have a new employee start, I cannot just select all th...
A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...
Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...
When using the Word add-in, putting in all of the prompt/merges I need Neos to read from to merge properly messes with the look/format of my Word Doc. If I could use a text box to insert the prompts, my document formatting would remain clean.