Ideas & Enhancements
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Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.
Guest almost 3 years ago in  0

Neos- Case Search Defaults

User would like the ability to select what option under case search is selected by default. Currently, it defaults to name, and they would like the ability to have it default to case number
Guest almost 3 years ago in  0

Neos - Add Party Role to drop down entries when generating a document.

Currently in Neos, whenever you are selecting a party for a merge document. It states the prefix, first, and last name; however, it would be useful for general Party bookmarks/tags to have the party role as well. This would allow us to easily iden...
Guest almost 3 years ago in  0

Birthday/Christmas list - show up on the party tab if they are on list

No description provided
Guest almost 3 years ago in  0

Easier Ability to Copy Notes to Companion Files

It would be helpful if notes could automatically be copied companion cases, or alternatively, a select box to do so, instead of having to use the Action function after you post the note. It's too many steps as it is.
Guest almost 3 years ago in  0

SMS Feature - allow for formatting as in Notes

Allow rich text menu to apply formatting, such as font size, color and adding of picture and/or document.
Guest almost 3 years ago in  1

Case Tabs - Allow Viewing of Data Across All Tabs at once at user level to allow for a flat view of a case

No description provided
Guest almost 3 years ago in  1

Neos: Add a Subject or Header for Notes

This will allow the users to add a description of the note and see what the note is about at a quick glance.
Guest almost 3 years ago in  0

Neos: Provide settings for search

When searching 'smith, d' the firm would like to see all results where the last name starts with Smith and the first name starts with D, instead of performing a contains search and showing any names that include D anywhere in the first name.
Guest almost 3 years ago in  0

Neos: Add Keyboard Shortcuts

Add keyboard shortcuts for navigating the program. Some shortcuts that would be helpful: Exiting Case Folder Navigating between screens(tabs) in a case Creating New Messages Creating New Events Creating New Intakes Back to last screen in program
Guest almost 3 years ago in  0