Ideas & Enhancements
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When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case

When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
Guest 10 months ago in  1

Modify Text Styling and Font in User Defined Fields

For instance, we created a user-defined discovery tab. In that, I have fields entitled "discovery dispute" and "discovery notes," it would be very helpful to be able to bold, highlight, or underline things in these fields to draw attention to them.
Guest 5 months ago in  0

Do not require recipient when emailing a document

Preferred the way it was before
Guest 10 months ago in  1

Add a single note to multiple cases using Bulk Actions

Create the ability to create a note and add it to multiple cases using Bulk Actions in Advanced Search. A common scenario will be for Mass Tort firms that want to add the note to all cases of a certain case type or to create an advanced search bas...
Guest almost 3 years ago in Search 0

Value tab navigation

Value Tab navigation screen - within the VT entry, the "back" button should be on the right side of the screen for ease of going back, there should also be a next or previous entry button so we don't always have to go back to the main VT screen to...
Guest over 1 year ago in  0

Activity Feed Report

It would be useful if there was an Activity feed by staff report or if the Activity feed and fields within it could be used to create a Advanced Search.
Guest over 2 years ago in  2

The ability to print a message

It would be wonderful to have a print option to print an individual message. There is no way to print a message out.
Guest over 1 year ago in  0

Ability to see the ID code in the header

We would like to see the ID code in the header so we can easily identify if a client is a spanish speaker or other assistance is required.
Guest about 1 year ago in  2

Neos Case Number added to Note

When we print a note, it would be GREAT if the Neos number was also printed on the note. The client's name is provided in the top right corner, but the Neos number would be equally as helpful.
Guest about 1 year ago in  0

Accounting Tab for QBO - Need to see what's in the memo line for the DTFs & Sort by Client's Name

We import DTFs to QBO by what's in the memo line & not being able to see it, makes that very difficult. We also are unable to import anything by client's name because there's not a column for client's name. We need to be able to sort by client...
Guest 8 months ago in  0