After re-naming documents, don't bring back to the top of page
I wish that every time I renamed a document, Neos didn't automatically re-set and bring me to the very top of the page. When I have hundreds of documents in a case, it take forever to find my place again. Instead, it would be nice if it kept my pl...
In Neos currently, whenever you have a new message that has yet to be sent, and try to type a new message to a different recipient, the first message and all the data in it gets deleted. It would make things a lot easier for many firms if they cou...
Plain and simple, Filter a search by a file type like PDF, Word Doc, or Excel file types. Our users utilized this often on our old system and there is no way to do it here with the doc searches under a case or Browse Documents.
Browse documents screen should include the case as a viewable field
The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...
The new Accident Info tab is a great idea - but its execution is poor as it lacks the fields that are needed for a true "One Look" page. (If this does not contain everything needed then it defeats the purpose. (And has odd fields like Defendant on...
I'd like an option to save some filter presets in some search areas like the Intakes section. Sometimes we have our Intake need to look at several specific search filters and being able to quickly switch between them would be fantastic.
Neos - Party Tab - Add Case and Intake information when searching for a name
Currently, when i add a party to a case, I can search for a name, but I am not given information about the name, such as if they have any cases, what type of cases, role, or whether they are open or closed. This causes the potential for adding par...
Intake fields as shown in the attached screenshots should be made expandable or include a toggle for such a feature such that they could display the entirety of their contents without requiring the user to mouse over them to read.
As the case gets to a certain class code, we would like to have the ability to automatically change the security to areas like the Value tab / Insurance / Negotiation /etc. so that as we are working on settlement memos only a select group of peopl...
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