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Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.
Guest about 3 years ago in General 0

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases
Guest about 3 years ago in General 0

Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...
Guest about 3 years ago in General 1

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...
Guest about 3 years ago in General 1

Neos - Case Folder Link Relocation

After the last patch, Neos had moved the case folder link from the case tab to the Case Docs tab, this is more steps in order to navigate to sharepoint, and makes the process longer. Please revert this change and put the case folder link back on t...
Guest about 3 years ago in General 0

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Ability to access HTML files from SharePoint

Our Social Security client rely on documents directly from the SS website. They can download a .zip file of all client documents, which includes an Index file. This Index is not accessible from the client folder in SharePoint. Known Clients affect...
Guest about 3 years ago in General 0

Scroll bar is not user friendly

The new "hover to get scroll bar" feature causes more mouse use and pin-point control. It may look cool, but it isn't user friendly. Fast, efficient = a good program, not the graphics. Whenever you have to remove hand from the keyboard, grab the m...
Guest almost 5 years ago in General 0

Allow Companion Case Folders to be Nested in Main Case

Currently, this is not possible, if you were to change the case folder for a case that is apart of a Companion group it will change all the case folder links to that one folder; however, whenever you have them seperated from the companion group an...
Guest about 3 years ago in General 0

Noes - Value Tab = Service Dates should be all 0's

When creating a value tab item, it should have all 0's as the service dates - right now it defaults to todays date
Guest about 3 years ago in General 1