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Ideas & Enhancements



Showing 31

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest over 1 year ago in General 8 Shipped

The ability to select multiple options in one dropdown menu when generating documents

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.
Guest almost 2 years ago in General 2 Shipped

Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...
Guest almost 2 years ago in General 0 Shipped
102 VOTE

Home page of neos should allow user to adjust what they see when logging in

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...
Guest almost 2 years ago in General 12 Shipped

NEOS - Trash Can for Recent Searches/Clearing All Recent Searches

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.
Guest almost 2 years ago in General 0 Shipped

Neos: Certificate of Service Paragraph should include Fax Number

As shown in attached image, the Certificate of Service Paragraph tag option currently does not display the Fax number. This should be included in this type of tag.
Guest about 2 years ago in General 0 Shipped

Make Counsel Representing box multiselect.

When adding a new counsel to a case, would it be possible to make the Representing selection a multiselected option, so those who represent different parties, but same role can be save under one entry instead of two. In the image I have provided, ...
Guest about 2 years ago in General 1 Shipped

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.
Guest about 2 years ago in General 0 Shipped

Neos - Add Built-in Spell check

Add a built in spell check for Neos
Guest about 2 years ago in General 0 Shipped

Change font color from gray to black for better visibility

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.
Guest over 2 years ago in General 0 Shipped