Ideas & Enhancements
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Neos - Add Ability to copy flat tabs

Add the ability to copy flat tabs between cases (Ex: Case Tab, Accident tab, etc.)
Guest about 3 years ago in General 0

Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest almost 4 years ago in General 0 Future consideration

Neos - Notes - Add ability to Filter Note Topic Drop Down

Firm has many Note Topics. Firm would like ability to filter/search Note Topic Drop Down when Adding a Note and when using the Filter option on the Notes tab to search for notes
Guest over 3 years ago in General 1

View Certain Fields On Multiple Tabs

It would be great if a case date could be seen on multiple tabs. Also if filled out on one tab, it should auto update to reflect the same info on another tab.
Guest over 1 year ago in  0

Rearrange Tab Order

We would like to be able to put the tabs in a different order that makes more sense to us. For instance, moving one of our user tabs to be listed directly under the Counsel or Case tabs.
Guest about 1 year ago in  0

Import from CSV - Ability to toggle the default address box

When importing intakes from a CSV there are options to map address 1 and address 2 but there is no option to choose which one is the default address. Users are currently forced to manually go into each intake, contact card, or case to manually tog...
Guest about 1 year ago in  0

Allow Zip Files to Open in 7-Zip Program Instead of Auto-Download

In Trialworks, I was able to click on a zip link and directly open a folder in 7-zip to review my documents. With Neos, when I click on the link, I have to download it first, then go to the folder and open it. This needlessly takes up server space...
Guest 10 months ago in  0

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...
Guest about 2 years ago in Calendar / Case Tabs 0

Only Show Open Appointments on Dashboard "My Appointments"

Presently, the dashboard shows all calendar items under "My Appointments" even those that are completed or have been marked canceled on the calendar. It would be nice to only show open items in the dashboard to reduce clutter and confusion.
Guest about 3 years ago in General 0

See more of the address on search

Currently in Neos we can only see a partial provider address in the search results. I would like to see the full street adress, and, importantly, the company name, which we now cannot even see on the preview. State Farm, for example, has several o...
Guest almost 3 years ago in  2