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Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest about 2 years ago in  2

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest about 2 years ago in Checklist 0

Ability to Calculate Date Fields- Neos

Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.
Guest about 2 years ago in Reports / Search 1

Add a Party Name Column to the Browse Documents screen

This would be very helpful so you could see what party the document is associated with.
Guest about 2 years ago in  0

Advanced Search > Using date functions (e.g., past 30 days)

I hope this makes sense, but I'd love to be able to create (and save) an advanced search using date ranges that vary based on the current date. For example, a search that shows new cases opened in the last 30 days, 60 days, etc (instead of having ...
Guest about 2 years ago in  3

Attachments from emails tagged to Neos notes no longer appear as links in preview panel. Please put links back.

The links used to appear in the preview panel. Now a user has to open the note all the way to see or access the attachments in a note.
Guest about 2 years ago in  1

Copy Permission Groups from 1 group to another

It would be easier if you can copy permission groups from 1 group to another instead of having to start from scratch each time.
Guest over 2 years ago in  0

Mass Update: Staff Assignment

I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
Guest over 2 years ago in  0

Neos - Option for Holidays on the calendar viewable for all users

When looking at the Global Calendar in Neos, it would be a great option to have Holidays added for all users without the recipients having to accept an invitation. An idea for this would be to overlay the United States Holidays Calendar in Outlook...
Guest over 2 years ago in  1

Hidden Intake Fields

When modifying a case specific intake, the ability to mark a field as hidden on the layout manager would be great. If you delete a field it removes all of the data from every open/closed/rejected intakes. If you were able to hide them, you can kee...
Guest over 2 years ago in  1