Currently, when you click in a note in the side panel, if you type anything, your changes are saved automatically, whether you wanted to save them or not. Also, the Activity Feed does not accurately reflect changes made to notes in this manner. Pl...
Copy "Phone Call" to another case/companion case - Doesn't copy even though it says it does
Hello. We need to have the ability to copy "Phone Call" notes from one case to another. Neos currently says it copied successfully, but it did not. Apparently "Phone Call" notes cannot be copied. Please add this functionality as calls can relate t...
Email Reply in Neos - take email to the desktop outlook
When replying to an email inside Neos from the NOTE tab it automatically takes you to the internet outlook. It should be able to take you to desktop outlook.
Emailing NOTE inter office - need all staff emails to auto populate
After entering a NOTE into a file we almost always email to the attorney/staff who is managing the file. All of our inter-office emails should auto populate when you go to email it instead of having to type in the entire email.
One button that allows you to issue checks for all due items including the attorney fee, DTF items, remaining expenses, and the client's check. This would be more efficient than selecting the value codes and creating transactions then combining li...
Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Firms would like to be able to make the case panes in search customizable similar to case header. This would help toggle cases seamlessly when a client has several cases with the firm. In particular, we would like to be able to be able to see the ...
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