Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.
Add the ability to tag multiple documents at once.
Users may be uploading large quantities of documents at once. Needing to tag each document individually can be inconvenient, especially if there's hundreds of documents that will be tagged the same.
Currently, when you select the Relate button, Neos shows all documents for the case. It would be easier for our litigation team to have a filter to be able to filter out documents only in specific folders. For example, if they filed a discovery do...
Please add a print option for intakes. Where only the intake information prints instead of having to print out the entire website information. This would be really helpful. Thanks.
We would not need to waste so much ink on things that are not a part of the intake such as the search bar on top and all of the quick links to clients tabs and NEOS options bar on the left. I hope this makes sense.
When sending email from Neos, you have to manually type internal team email addresses. Can we cache those once addresses or sync the with Outlook global address book?
Party Column in User-Defined Tabs with Linked Documents
For instance, we have created a discovery tab where we link discovery responses and documents. While we sort these by party, when we upload them directly through the user-defined tab (instead of in the documents tab), we cannot mark which party it...
Neos Intakes - Add Case Name or ability to update Case Header when spelling of name is changed
Please add a Case Name field or some way to link the potential client's name to the intake header to reflect the correct spelling when a change is made.
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