Add option to limit case search by case status (Neos)
When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...
Ability to individually move day-of checklist items freely up and down the checklist.
When on the dashboard, it would be very helpful to be able to arrange checklist items by clicking and dragging into the desired order. This would allow us to be able to put most urgent/top priority items at the top of the list and creating more da...
That each staff can select whether to use or not. If you aren't looking at the screen, it would be very helpful to hear that audible notification or "You have a new message" so it is clear when you receive something.
Allow case Party(s) to be associated to a checklist task
Tasks would show up on a firm members dashboard based on either a case type requirement (i.e. send their statement for signature) or the status of a request to an individual party in a case. This would allow tasks to be assigned to a staff member ...
Add an advanced search column for provider roles and provider specialties.
In advanced search, we can filter by provider roles and their specialties, however if we would like to display them in the report we cannot. Advanced search does not offer a column for these two fields.
Client address needs to be placed higher up on the party tab
The client's mailing address is used most often out of all the contact information on the party tab. Therefore, it's most logical to place the address above phones and emails.
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