Ideas & Enhancements
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Doc Gen - Auto File Name

Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the clie...
Guest about 1 year ago in  0

Mass update or bulk update calendar items in Neos

Right now the only way to change the same info in more than one calendar item is to manually open, change, save, close, repeat. Please let me check boxes next to several calendar items and bulk update either from the calendar tab in a case, or mas...
Guest about 1 year ago in  1

Allow for multiple layers of tags when merging a document with another that has it's own tags.

At present, only the tags in the document you're currently generating will be prompted, regardless if the document associated with say, the "Insert Doc" tag has tags of it's own at play.
Guest about 1 year ago in  1

Bulk Update from the Names Advanced Searches - mailing lists

User would like to be able to bulk update names from advanced search I.E. adding or removing names from mailing lists.
Guest about 1 year ago in  0

Adding & Highlighting Negotiations Notes on Notes tab.

We would like the ability to Highlight Negotiation topics on the Notes tab. Also, when adding a note to a Negotiations we would like to see it automatically be added to the Notes tab as a Highlight Negotiation topic.
Guest about 1 year ago in  0

Show which person(s) has an open/active case(s) in first box on search option

if trying to locate a person/case with a common name but little other info, you have to click on each person to see who has an open case
Guest about 1 year ago in  0

documents side window

Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...
Guest about 1 year ago in  0

Custom Reports Screen has no Scroll

Saved Searches under a report do not allow you to scroll to the bottom of the page to look at the results field, you have to 'hide search criteria' to view it, but this page should let you scroll down to see the results without this. In our screen...
Guest about 1 year ago in  0

Report Dates Relative to Time of Running

One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.
Guest about 1 year ago in  0

advance search address

Need to be add more columns to advance search like mobile phone or address. This is not an option right now.
Guest about 1 year ago in  0