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"More Info" field not referenceable in Intake Layout Manager

When inside the intake layout manager, we want to reference the case tab's "More Info" field, however it is not an option. Please provide us an option to reference it in the Intake Layout Manager.
Guest 12 days ago in  0

Settlement View Value Tab

PLEASE BRING BACK THE SETTLEMENT VIEW IN THE VALUE TAB! CANNOT BELIEVE THIS IS GONE
Guest 5 months ago in  3

To be able to email the intake to the referral attorney.

I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Guest 18 days ago in  0

Manager provider card layout based solely on provider role.

We should have the ability to manage the provider card on a provider role basis. This would allow the customer fields to appear when searching providers, preventing us from having to place the provider in a certain case type to view/edit desired f...
Guest 13 days ago in  0

Add counsel automatically when creating case

Every time a case is made for add a specific Counsel from our firm to the Counsel Tab
Guest 19 days ago in  0

Have an option to open the special note full screen

An option to open the special not full screen so it can be seen in its entirety. Scrolling is very difficult when trying to see the entire note.
Guest about 1 month ago in  2

Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.
Guest 5 months ago in  2

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest about 1 month ago in  1

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 3 months ago in  1

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided
Guest 3 months ago in  2