The current setup is that we use the NEOS Outlook add-in to tag the email, then open NEOS and manually bill for drafting or reviewing said email. It would be very helpful if that could be streamlined so that the plugin allows for emails to be tagg...
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
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...
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 '...
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.
Some correspondence and attachments just have multiple purposes. For example, a client sends in an update on treatment. I would like to see that in both client correspondence and in medical updates.
0
0
