If a person/case has multiple insurances available, it would be great if there was a box where you can select a numerical value to input the "order of priority" (receipt of premium) and view it from the list-view of the tab. This would help on mul...
I need to be able to create a birthday party list and then print labels for marketing purposes.
We also did the same with the Holiday Card list in Needles. Printed labels. At this point I am doing birthday cards by hand and will not be sending Holiday Cards unless we can print from Neos.
If someone accidentally clicks on another staff members text, it marks it as read. You should have the ability to make it unread so that the staff members know which texts have been addressed and which have not.
Add option to toggle off/on the event time length when hovering over events in the Neos calendar
Users do not always want to see the time length when hovering over an event, please add a button or option to turn off/on the event time at will so users do not always have to see it and so it does not get in the way of a user reading an events name.
We cannot review older notifications. I was out for a week and have no idea of what was done or what messages were received while I was out because the notifications do not go that far back.
Reports - would be useful for firm managers to be able to see how much in total settlement demands are pending in a report. Would need the Negotiation tab field for demand amount to be able to populate in the report
Calendaring: When entering a. new event in case calendar it should automatically invite all the people assigned to the case
It is such a waste of time for my scheduler to keep checking back and forth in the case tab to see which attorneys and paralegals should receive the invite. Specially when calendaring docket control order needing dozens of entries. Neos is not ver...
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