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ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...
Guest over 2 years ago in Messages 0

Cloud: Calendar subject line

Can we have the calendar show more than just the subject line from the event? We would like to also see the client's name, the staff members assigned to the event, and the type of event.
Guest over 2 years ago in Integrations 0

Add Firm Name toggle to PDF export of report.

When a user exports a PDF from a report, they have the option to add the firm name and logo to the exported report; however, it's missing the firm's name. Please add a toggle to add the firm's name next to the logo.
Guest over 1 year ago in  0

Ability to link claim information on Insurance tab to Value tab

Currently on User Defined tabs can be sent to the Value tab. This should also be extended to the Insurance tab as Claim Information fields are being used for Settlements.
Guest over 1 year ago in  0

Searching Common Names in Neos

When searching common names in Neos, there is no way to tell the difference between all of the 'John Smith's that may be in a firm's system. Would like case details to be added into the sections to differentiate from one another.
Guest over 1 year ago in  0

Emailing Documents - Attachment Type Order

Rearrange the order of the attachment types available (and label them) for selection when emailing out a document. Currently the order is - PDF - Link - As Copy. Would make the most sense to rearrange them based on preference of usage: -PDF - As C...
Guest over 1 year ago in  0

Neos Intakes: Checkboxes for Mass Update/Archiving

Right now we have to open each intake in order to access the drop down menu to Archive. Please make that process available on the grid view.
Guest over 1 year ago in  0

CLOUD: ability to send document straight from the document tab

The client want to be able to send document straight from the document tab. If they are able to do document send then it should be able to send documents via email as well rather than downloading it and then attaching and sending it.
Guest over 2 years ago in General 1

Search Value Items By Amount

It has been to requested to search value items by amount both by report and on the case level.
Guest over 1 year ago in  0

Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
Guest over 2 years ago in Search 0