Ideas & Enhancements
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Flag Activity Feed

The addition, change, or deletion of the flag should be shown in the activity feed.
Guest 28 days ago in  0

Ability to flag important notes like we were able to do in Needles.

You can quickly check the important notes of a case without having to comb through hundreds of entries
Guest 29 days ago in  0

Add multiple ticklers/reminders for court or other deadlines AND push all reminders to Outlook as it did in TrialWorks. Calendaring should be a one-step process, not a three or four step process when reminders are critical.

No description provided
Guest 4 months ago in  1
164 VOTE

"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 about 3 years ago in Integrations 9 Future consideration

Add spot to include name behind phone numbers and emails (max of 10 characters)

We have juvenile clients whose parents we use their phone number. It would be nice to be able to provide their name (currently I am using the ext. spot to put their name in but it only allows 10 characters) to distinguish the mom, dad or child's p...
Guest about 1 month ago in  1
164 VOTE

Print option in each tab. There should be the ability to print in whichever tab I’m in without having to go to reports and printing.

No description provided
Guest about 3 years ago in General 3 Future consideration

Fix Excel =SUM to Not Break Templates

Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Guest about 1 month ago in  0

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...
Guest about 1 year ago in  24

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.
Guest 3 months ago in  6

Link Documents to the Linked Records of a Contact if the Contact selected in the Document "To" field

If you select a Contact in the To Field of a Document, it would be extremely helpful if that document would automatically be added or uploaded to the Linked Records section of the selected Contact. And also include the Case Name as a column option...
Guest 15 days ago in  0