Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case
Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
open email in Outlook get green notice email successfully sent
Please don't give me a green notice that email was successfully sent when I only opened the email in Outlook! It is a very panicky moment even though I believe it does not actually send it as far as I can tell.
When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Ability to @Mentions Staff in Call Log Details Notes
We should be able to @ other people in the Call Log Notes just like we are able to do in regular notes. This would help the other staff know about when, who, and what a call is about or happened.
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...
With the change of the 'back' button on the value tab to the left hand side of the screen, you now have to move your mouse to the right of the screen to click 'Add' a new Value item, whereas before the 'back' button was on the right hand side so y...
When you refresh Neos, it would be nice it stayed on the tab that you were working on instead of going back to the Case tab as the default. Again, this requires more clicking and more work.
add ability for value totals to appear in merge letters like needles used to
While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...
If i have more than 50 notes, and I'm looking at note 9 of 50 and scroll back wards, I can't get to the notes before 1/50. If I exit the notes and go to the note right before 1/50, it says 0/50, and I can't scroll. I filed a ticket (214-961) on th...
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