The "Add Note" feature would be very useful if added to Providers and not just "cases." Especially with lack of ability to search "user-defined" fields in Provider Advanced Search. It would be nice to easily have notes on a provider such as: "Only...
PDFs have become a huge part of law firm workflow. Not just reading and printing, but editing them (i.e. bates numbering, redacting, etc.). There are many other PDFs editors on the market beyond Acrobat, and since Neos forces us to use Sharepoint ...
It would be nice to have the Enable option to work horizontally. An example would be when you are in a section that every other Permission needs to be toggled to enable you could do that horizontally first and then vertically to stop the ability t...
NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.
New text feature is great. Suggest, adding two-way media texting. (ability to drag and drop a single image/doc to text to client). Currently only the inbound texter can send images. 2. Some people when texting have a question then decide to try ca...
When sending email from Neos, you have to manually type internal team email addresses. Can we cache those once addresses or sync the with Outlook global address book?
Party Column in User-Defined Tabs with Linked Documents
For instance, we have created a discovery tab where we link discovery responses and documents. While we sort these by party, when we upload them directly through the user-defined tab (instead of in the documents tab), we cannot mark which party it...
I would like the Template Name to be separate from the file naming convention. For example: We have our Record Request document saved as Record Request but the format we name it as is: yy.mm.dd - Provider - RBF Request by Aff but when our users se...
I do not like making companion cases. Instead, I prefer to add all parties involved in a case to the same case. It's never much of a problem except in the record requests tab, there is no actual way to show only all requests for a specific party. ...
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