Solved - Allow Bulk Action to Change Document Type
This function is available in the Edit page of Bulk actions. We have hundreds of documents that have the incorrect Type as a result of the file migration from TW. Currently, I have to open each one, and re-select the Type. Can you allow to check-s...
Auto Populate Doc Type when Adding Doc to Sub-Folder
If I am in a sub-folder of Documents (Type), and I drag a file while there, have it default automatically to that sub-folder type (i.e. Correspondence, Discovery, etc.) to avoid the step of having to select from the type pick-list.
Add ability to sort by multiple columns at once in checklist
We would like the ability to sort by multiple columns at once in the checklist - for instance, sort by Assigned and then a secondary sort for Due Date. The filters are great, but sometimes you need to see the entirety of what is due for everyone i...
We have several documents we use often that are in excel (ie, calculations of deadlines based on the trial date, etc.) that we would really like to have as templates in Neos.
QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field
When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
While you can export Settlement statment reports into .pdf or .docx., all other reports in Neos can only be exported as a .pdf, preventing the abitliy to make any edits/changes. Would like to export all reports as either .pdf or .docx.
The new related contacts field in the upper right of a case is great. However, you should be able to click on any of the listed providers and open the contact side-widow to view full contact details, revealing the standard functional contact links...
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