Ideas & Enhancements
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115 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest almost 3 years ago in  8 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 over 2 years ago in General 12 Shipped

Increase # of Notes that can be toggled

Neos only loads up to 50 notes to toggle through at a time, when you reach 50 you have to close the Notes viewer and scroll through the Notes tab to find the next group of Notes to read. Neos should load all notes at once.
Guest 10 months ago in  19 Shipped

Neos: ability to open and edit PDFs directly from Neos and save them directly to Neos

Edit PDFs Currently in Neos, when opening PDFs you have the ability to open them using Adobe Acrobat DC, however once the PDF is edited it will not auto-save directly to Neos the same way Word docs do. This is an inconvenience to have to save the ...
Guest over 2 years ago in Document Management 10 Shipped

Comment/Note on Checklist Items

In "details" of a checklist item there should be a text box (labeled "comments" or "notes") where people can add details, updates, notes, etc. about a checklist item. Currently, my firm adds this info to the task name, but that leads to long, run ...
Guest about 2 years ago in Checklist 11 Shipped

A way to not lose track in Notes and Value tab

When reviewing either notes and/or value tab we would like the ability to fully open (not preview) a note or a value tab item and when we "x" out have that note highlighted so we don't lose our place. When reviewing 50+ items, it's hard to remembe...
Guest 8 months ago in  9 Shipped

Save note and stays in that note tab

When I save a note, I want it to stay in that note tab instead of going back to the list of notes. If I'm interrupted at work and I save the note but intend to continue entering information, I want it to stay open but saved for future use.
Guest over 2 years ago in General 9 Shipped

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 about 2 years ago in General 8 Shipped

Neos - Searching for parties with the same name and initial is ambiguous

When parties have the same name and middle initial, the search results look identical. Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party. More context information in the search are...
Guest almost 3 years ago in General / Search 12 Shipped

Case Calendar - Add item without putting it on MY Outlook calendar

I primarily enter all case calendar items into Needles. If it is a case date that I want on another attorney's calendar, but not my own, the only way to do that is to sign out, sign in as them, and add the item. It would be better if I could add a...
Guest over 2 years ago in Integrations 5 Shipped