Neos should not implement updates any earlier than midnight eastern time. Those of us in the mountain and pacific time zones should not have to endure work disruptions when updates are completed, especially unplanned updates.
We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.
Add a bulk update option for multiple checklist items copied from other case types
Adding an option to bulk update multiple checklist items in a case type checklist would benefit any firms which copy existing checklists into new case types that are created, so the new items can be applied to existing cases
Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...
The "Send Email" Button in the Notes Tab Should Have More Info Filled In Initially.
In notes tab, when you hit "Send Email" at the top right, the window pops up. All of the information is blank though. The subject line should be filled in to include at least the case name and number. Also, the dropdown email should include all pa...
Make Filters and Text Selection match first letters typed. Right now, if you type "LIT" you get "Fatality" rather than "Litigation" because fatality is first alphabetically.
Neos: Add a calculator option to the reduction field of the value tab.
We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.
Neos: Include Notes and Documents when merging Providers
Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.
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