Ideas & Enhancements
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Ability to duplicate more than one document at a time (Document Tab)

There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.
Guest over 1 year ago in  0

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
Guest over 1 year ago in  1

Case Field type Money

If it is $24,864.27 (it allows a period) then it looks like 24864.27. Can we make it so that when the page is saved the system puts in the comma(s), and dollar sign?
Guest over 1 year ago in  0

Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly

In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...
Guest over 1 year ago in  0

Neos Calendar - Work Hours View

Add a setting for 'Working Hours' display view in the Neos Calendar (allowing the user to choose their own hours to display) - appointments rarely occur outside of working hours for most staff, so being able to see just the hours of 8-5 would redu...
Guest over 1 year ago in  1

Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...
Guest over 1 year ago in  1

Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Guest over 1 year ago in  0

Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest over 1 year ago in  3

Add Note field for Phone Numbers

Add ability to write a note/comment next to the phone number on the Party/Provider tab if additional information is required (note: this would be instead of using the EXT field)
Guest over 1 year ago in  0

Allow for editing or deleting Neos Intake Pro dashboards

When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...
Guest over 1 year ago in  1