Add a single note to multiple cases using Bulk Actions
Create the ability to create a note and add it to multiple cases using Bulk Actions in Advanced Search. A common scenario will be for Mass Tort firms that want to add the note to all cases of a certain case type or to create an advanced search bas...
When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case
When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
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...
It would be useful if there was an Activity feed by staff report or if the Activity feed and fields within it could be used to create a Advanced Search.
Value Tab navigation screen - within the VT entry, the "back" button should be on the right side of the screen for ease of going back, there should also be a next or previous entry button so we don't always have to go back to the main VT screen to...
When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
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