Document tab Sending Email option need staff assigned
Currently the Document tab Sending Email option only shows the parties/providers/client email in the case. It would help dramatically to also have the staff assigned to the case in the drop-down.
Needles checklist items integrate with or import to the Tasks by Planner and ToDo in Microsoft Teams
Microsoft Teams' Tasks by Planner and To Do has an impressive ability for tracking the progress of tasks and for following up on overdue tasks assigned as well as sorting/reassigning priority among tasks. Having Neos automatically send checklist i...
Neos Intake: Quick Add does not include Send Email - PLEASE ADD
It would be very important for us to have Send Email capability within intakes such as we have within Cases using Quick Add. Please include this feature with intakes!
We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!
Please add ability to text in a case without having the recipient formally added as a contact. There are many times we need to send a text to someone that we do not need to add as a case contact. Need ability to generate a new text thread from wit...
In Providers it would be helpful to be able to type a description in Email Types, instead of choosing Business, Other, Personal, like we are able to do with phones.
The DTF Toggle, Would like there to be a way to select the default setting per user for the toggle to be on or off so that when transactions are added DTFs are not mistakenly made.
People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Update Multiple Cases permission should not be tied to Bulk Edit
The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...
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