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Add permission to archive intakes separate from delete intakes

Add permission to archive intakes separate from delete intakes
Guest 10 months ago in  0

Incorporate Stamps.com

integrate with stamps.com so we don't have to copy paste addresses to a word document and then print an envelope
Guest 11 months ago in  0

New Tag for Total Sums of Value Items

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 ...
Guest 11 months ago in  0

Multiple texting threads for a single client

It would be helpful to add tags/subjects or split text conversations into multiple threads, so it is easier to go back and check the history for specific exchanges. I would like to be able to sort discovery-related texts into one thread, appointme...
Guest 11 months ago in  0

Admin screen for monitoring and auditing actions across the firm in Neos

We would like to be able to access a tab or page in Neos where the firm's admin can get a more generalized activity feed for all of Neos' tabs. The tab would also have the ability to check when users log into Neos, how long they were active in Neo...
Guest 11 months ago in  0

Security dashboard or report for our Neos tenant

Knowing that there is a robust security infrastructure that Microsoft Azure brings to bear for the Neos platform it would be great to have some insight into our Neos tenant security. A reporting or dashboard that we could provide to management/ins...
Guest 11 months ago in  0

Ability to tag delivery receipts and read receipts from Outlook to Neos

Delivery receipts and read receipts are important to a case for proof of service and need to be able to be saved to a case.
Guest 11 months ago in  1

Set Checklist Permissions

Make it so that a user cannot mark other user's checklist items DONE (permissions feature)
Guest 11 months ago in  0

Microsoft Azure single sign-on Company ID screen Next button action trigger

On the Microsoft Azure single sign-on Company ID screen when hitting enter on the keyboard it would be nice to have the Next button action trigger so that you don’t have to click the Next button.
Guest 11 months ago in  0

URL that points directly to the Azure single sign-on

It would also be nice to have a URL that points directly to the Azure single sign-on to eliminate one extra screen and button to click on.
Guest 11 months ago in  0