Skip to Main Content
Ideas & Enhancements


All ideas

Showing 1811 of 1811

Neos - Enable Activity Feed for Intakes for all users

Currently, Intake Activity Feeds are only available for Intake Pro subscribers, however this can take away from further auditing Intakes.
Guest 5 months ago in  0

Ability to update link to files in ANY sharepoint directory.

We archive files that are more than a few years old in a separate archive directory. Would like for the program to track location outside of CaseFiles directory--possibly adding a firm-wide setting that authorizes the archival site?
Guest 6 months ago in  0

Recognition of no linked folder/Ask for permission to create SharePoint folder

Rather than auto-create file folders in SharePoint for every single matter/intake, that then just have to be deleted or managed in some other way, I propose the following: New Intake/Matter is created. CaseDocs tab is clicked. Dialog Box: "Would y...
Guest 6 months ago in  0

filter options on My Checklist on today screen

Using the "Checklist Summary" tab is the current way to do this, but it would be convenient to have some filter options (Case Type, Class Code, Checklist Code) on the Today screen checklist.
Guest 6 months ago in  0

Add the @Mention icon to the Notes formatting toolbar

Users should have an option to use the "@" mention icon directly from the Notes formatting toolbar
Guest 6 months ago in  1

Add "ALL" as option in fields on reports.

When running reports, want option to choose "ALL" in fields like Case Type, Staff Role, etc., instead of being required to pick just one.
Guest 6 months ago in  0

Neos: Talk to text integration

Microsoft 354 already has a dictation feature and user think that it would be beneficial to if an add in for talk to text could be implemented in Neos.
Guest 6 months ago in  0

Advanced Search - Ability to choose other parties besides First Party from the columns list

If a user is trying to create an advanced search and want to pull in contact info (phone #) and the party isn't the First Party to a case they will not be able too. It isn't an option.
Guest 6 months ago in  0

Please create a printable manual

There is a printable manual for an older version (maybe it's 4.8.2), but a current one would be helpful. I don't always know the proper terminology, which making searching online very difficult. It's so much more convenient to be able to mark up a...
Guest 6 months ago in  0

Text Identification

When we receive a response from the client to a text message from Neos, there are no any identifiers of who the client is. If you are like me and send several text messages a day, the phone number will not jog your memory. If the person is in our ...
Guest 6 months ago in  1