With Neos being a Cloud Based Solution, it makes sense that there may be users in different physical offices. It would be nice to have a way to make a note of which user is in which office. Trialworks has a feature similar to this.
Document tab Sending Email option need staff assigned
Currently the Document tab Sending Email option only shows the parties/providers/client email in the case. It would help dramatically to also have the staff assigned to the case in the drop-down.
Needles checklist items integrate with or import to the Tasks by Planner and ToDo in Microsoft Teams
Microsoft Teams' Tasks by Planner and To Do has an impressive ability for tracking the progress of tasks and for following up on overdue tasks assigned as well as sorting/reassigning priority among tasks. Having Neos automatically send checklist i...
In Providers it would be helpful to be able to type a description in Email Types, instead of choosing Business, Other, Personal, like we are able to do with phones.
NEOS PDF Editor Does not Work It is not a functional replacement for ADOBE
For Example if you have an un-coded PDF form (for example a required form for the Superior Court Documents) which is a fillable. NEOS PDF does not allow you to tab thru and fill in the document using NEOS PDF Editor.
Ability to Mass Update Calendared items in a case to change to canceled or done for when you don't want to delete the calendared items but also want to indicate that it is not an action item.
We have a template that we add to the Special Note for every single case. It would be nice to have the ability to set that by default so that every time a new case is opened, the text is already there.
People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
For documents where I do not need a table, but simply the sum total, a tag does not currently exist for having the sum total of a value code, such as the DTF or SUBRO items. Having a tag option for the sum total of a code would be very beneficial ...
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