It would be helpful to that the Neos Outlook add-in Case info button change color to indicate that the email that was received was tagged to a case and even show the tagging history of the Email Thread so we can ensure quickly that all the corresp...
Add date/time for when a Note is emailed out of Needles
We want to be able to see when the note was emailed out of needles. As of now there is no way to confirm that a note was emailed out on a certain day at a certain time. We would like to be able to see that a note was emailed because using the day ...
It makes it very hard to find a desired search result when your result don't seem to be in a usable sorted list. In the example attached searching for Ambulance provider we get alphabet soup Y comes after A then B, S, then C. Could we get the abil...
When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
Neos: Transactions - Requests for Deposit increase the amount due
When adding a transaction to a value time with an amount due and requesting a deposit, the amount increases the amount due rather than reduces it. I have to edit the transaction after it's created and change it from a credit to a debit in order fo...
Indicator that shows when you open a case that there is a companion case
It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.
An an option to be notified either by Neos or the Neos Integrator when someone has requested a check in the $ value tab would be great.Examples: advance, advance-med, expert, filing fee, mediation, etc. check requests are typically of an urgent ma...
7
0
