In premium texting, when someone responds to a staff member's text, ONLY that staff member receives a notification, not everyone assigned or who has ever sent a text in that claim.
Dashboards and reports cannot pull multiple checklist statuses.
Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.
Using Keyboard to Search and Select Topic for Tagged Emails
In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...
search name pop-up window information outlook v NEOS
Please add the full case name to the pop up window in NEOS-Outlook has it. This is because we have the main client, and many matters for the client. At a glance, when searching in NEOS, we can't be going through 21 (or 80 or 100) names of the same...
Along with having the ability from the Documents tab to Sending Email to staff assigned to the case, it would be nice to have a system wide mini directory for email groups that would show under the Documents tab to Sending Email drop-down for ever...
It would be nice to have a USPS Address verification integration that would show a green check or some type of address verified logo. Here is the link to one of the USPS API tools https://www.usps.com/business/web-tools-apis/
Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.
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