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Documents tab adding the ability to add the case number and client full name as a column

Documents tab adding the ability to add the case number and client full name as a column
Guest 16 days ago in  0

Sync Outlook Contacts into Neos

Have the ability for outlook contacts to be synced into Neos
Guest 6 days ago in  0

Add print button on intake

It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.
Guest 6 days ago in  0

"Save to NEOS Tab"- Add a tab to Word to save a new document directly to NEOS

Currently, a document created in Word must be saved to the desktop and then dragged into NEOS for saving in a particular case. Adding Word integration via plug in to incorporate a tab which one can "Save to NEOS", select the case, category, etc. w...
Guest over 1 year ago in Integration 5 Planning to Implement

One Step Emailing from Needles

When emailing a note from Needles, you have to create the note, save the note, open the same note, and then send it out. It would be easier to have a one-step process to export the note to your email or to use the 3 dot system that was previously ...
Guest almost 2 years ago in  28 In Development

Photos attached to an email need to be recognized by Neos and added to the Document tab when posted to a file

Functionality from Needles 5 should work in Neos and allow emailed photos to be attached to the Document screen - We should not have to save the photos and attach them one by one to the Document Tab;
Guest 6 months ago in  1

Ask to SAVE

Instead of asking if we want to LEAVE a screen, just ask if we want to SAVE so we can say, "YES" and move on.
Guest about 2 months ago in  1

Neos Dashboard - Allow to select Staff by Staff Groups instead of individually

When creating a dashboard by staff, i would like the ability to see the staff groups and add all members from a specific group at once as opposed to adding each staff for my dashboard individually.
Guest 7 days ago in  1

Be able to edit note of tagged email

It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...
Guest 5 months ago in Notes 12
108 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest about 2 years ago in  7 In Development