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Ideas & Enhancements


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Total Item Count

Should be able to see how many items are in a list automatically without having to count each line item or run a report. For example, how many items are in my Checklist Summary for the day? If I navigate to Browse Cases and filter by staff and cla...
Guest almost 2 years ago in General 2 In Development

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest about 1 month ago in  0

Save note and stays in that note tab

When I save a note, I want it to stay in that note tab instead of going back to the list of notes. If I'm interrupted at work and I save the note but intend to continue entering information, I want it to stay open but saved for future use.
Guest over 1 year ago in General 8

Neos | Add the ability to view notes individually if they are within a thread/email chain.

The recent Neos update changed the notes tab to allow for email threads to be tagged and viewed. We would like to have the ability to toggle this functionality or to at least view each email in the tagged thread individually instead of having to s...
Guest 9 days ago in  0

Office Location field in Staff Profiles

With Neos being a Cloud Based Solution, it makes sense that there may be users in different physical offices. It would be nice to have a way to make a note of which user is in which office. Trialworks has a feature similar to this.
Guest 2 months ago in  0

We need a way to "Flag" important notes

Notes can be searched but it is too easy to miss or forget important information -- There needs to be a way to "Flag" important notes so they will stand out and can also be searched on that criteria; Different color Flags would make them even easi...
Guest 4 months ago in  0

Changing column size in notes tab does not stick

This works in other tabs but not notes. Would like to be able to resize to see less blank space and more of the notes
Guest 5 months ago in  0

No limit to characters typed into a checklist item

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...
Guest almost 2 years ago in  1 In Development

Allow Column adjustment that does not reset with every use or every client

For instance, the column that lists telephone numbers is not wide enough to show the entire number (although the extension column is wider than the original). Every single time I have to look up a number, the column width has to be widened to see ...
Guest over 1 year ago in General 8

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Guest over 1 year ago in  1