The way it works now, if I click on a text notification, it opens as a distinct tab. I'd like for it to open in the Text Messages notes tab within the matter file, so that timers open/don't stop, and it doesn't require additional steps to access t...
Link Documents to the Linked Records of a Contact if the Contact selected in the Document "To" field
If you select a Contact in the To Field of a Document, it would be extremely helpful if that document would automatically be added or uploaded to the Linked Records section of the selected Contact. And also include the Case Name as a column option...
Add time duration option when creating a new calendar event
When creating a new event, the timing is an automatic 15 minutes. Most, if not all, meetings are not 15 minutes long and it is excessive to have to change the times, am or pm every time. Please add a time duration option to avoid this.
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.
Neos | Case Header now hides most fields by default unless maximized.
The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
All internal email addresses should pop up when sending an email through NEOS/notes tab
Currently only OC's email pops up for us. Would like to be able to type in a few letters of anyone from my office, and specifically my paralegal, and have their email pop up when emailing through NEOS.
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