Neos - Notes - Add ability to Filter Note Topic Drop Down
Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
There are often repeat payees for case expenses (like the state efiling system, or Lyft/Uber) that must be entered individually, making the value tab very long and cluttered on long litigated matters. Would be good if the system consolidated the v...
Seeing the body of email and text first in preview of notes vs header info
When in list view, it would be helpful to see the body of the email or text message that was tagged, like Needles 4 would vs seeing the date time and to/from info.
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...
Change it so that the checklist automatically refreshes. Having to click the refresh button every time a change is made is a pain. Being able to do this with a key stroke, ctrl-s in Needles, is much easier. When the checklist is refreshed, have it...
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.
Only Show Open Appointments on Dashboard "My Appointments"
Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
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