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NEOS - Search results - Most Relevant

Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...
Guest almost 3 years ago in Search 0

Make Filters and Text Selection match first letters typed. Right now, if you type "LIT" you get "Fatality" rather than "Litigation" because fatality is first alphabetically.

No description provided
Guest almost 3 years ago in  0

Mass Update Notes from one case to multiple case

No description provided
Guest almost 3 years ago in  0

NEOS: Either have the Summary of Exported Checks report after posting checks to QB from QBIntegrator or the ability to print from the QBIntegrator

No description provided
Guest almost 3 years ago in  0 Planning to Implement

user would like the able to edit/ resize columns in report layout and save it

Currently in neos if a user resizes a few columns and clicks in to a case. When they go back to report details the layout reverts they changes they made. Along with if they drag columns to the top.
Guest almost 3 years ago in General 3

Ability to copy/move notes to multiple cases (which are not linked as companion cases)

This would be very helpful to mass tort firms who may have 3,000 individual cases that are related. It is not reasonable or practical for them to search for and select each client individually. The only suggestion/thought that I have is that a ful...
Guest about 3 years ago in General / Search 0

Ability to reply to all once the neos message is fully opened

No description provided
Guest about 3 years ago in Messages 1

Neos: Ability to have larger photo for Party

In Needles 5.0, the photo was a square and large enough to be able to see what the image contained. In Neos, the photo to the left of the Party's name on the Party tab is very small, and round, so you have to click on it to make it larger. It woul...
Guest about 3 years ago in  0

Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?
Guest about 3 years ago in  3

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1