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Calendar Reminder - Add ability to set default value per staff

Default now is "None". If someone forgets to set the reminder, of course they will not receive a reminder. It would be better to have a default reminder.
Guest over 1 year ago in  1

Tag an existing case document to a note(s)

Currently if I'm adding a note in the Notes tab, and I want to attach a document, the file explorer window is the option I'm given, and the document I select will be added as a document in the Case Docs tab. I'd like the option to select an EXISTI...
Guest over 1 year ago in  0

Delete text from search bar when you go to a new page!

If I'm in Case Docs in one case and search "Order," and then hours later I move on to another case and go to the Case Docs in that case, the "Order" search stays in effect and gives me a heart attack every time because I'll only see a handful of d...
Guest over 1 year ago in  1

Case Type Auditing log

It would be nice to have an Auditing log that would track all the changes that happen in the Case Type configurator section of Neos. This would allow Admins to see who, what and when something was modified.
Guest over 1 year ago in  0

Case Date Layout

Would like to be able to modify the lay out for case dates. Currently you can't even control what dates show up in what column. It would be great to group relevant case dates under specific columns
Guest over 1 year ago in  0

Modify text in Records box (bold, italic, font size)

Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.
Guest over 1 year ago in  0

Add a separate permission for "Bulk Actions"

It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Guest over 1 year ago in  0

Accounting Tab - Need to be able to delete check requests

Accounting Tab - Need to be able to delete check requests. We are not using the QuickBooks Interface, but our firm still requests checks. We need to have the ability to delete check requests when we are finished with them!
Guest over 1 year ago in  0

Neos Case Header - Option to Show Class Code and Case Type Descriptions instead of the Codes themselves.

Neos Case Header - Option to Show Class Code and Case Type Descriptions instead of the Codes themselves.
Guest over 1 year ago in  0

Document Tab - List View - Add an option to easily arrow through the documents

Document Tab - List View - Add an option to easily arrow through the documents without having to open them one by one. Having to open multiple pictures one-by-one is very time consuming and not efficient for our attorneys.
Guest over 1 year ago in  2