Ideas & Enhancements
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Neos Integrations pages

On each page a detailed description of what the integration offers, a link to the Knowledge Base Articles for that Integrator, and a link to the Integrators website.
Guest over 1 year ago in  0

Move Through Value Items With Navigation Arrows

It would streamline the value item review process if you could move between the detail page of value items using navigation arrows, like you can with notes in a case.
Guest about 1 year ago in  1

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.
Guest about 3 years ago in General 2

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 10 months ago in  0

More Precise Case Date Fields in Advanced Search.

Currently "past month" pulls everything from the last thirty days rather than the last month, "past week" pulls everything from the last 7 days rather than everything that has happened in the past week, and so on. It would be more clear if instead...
Guest about 1 year ago in  2

After re-naming documents, don't bring back to the top of page

I wish that every time I renamed a document, Neos didn't automatically re-set and bring me to the very top of the page. When I have hundreds of documents in a case, it take forever to find my place again. Instead, it would be nice if it kept my pl...
Guest about 1 year ago in  1

Allow Multiple Create New Message Tabs at Once

In Neos currently, whenever you have a new message that has yet to be sent, and try to type a new message to a different recipient, the first message and all the data in it gets deleted. It would make things a lot easier for many firms if they cou...
Guest about 1 year ago in  0

Ability to Filter Search by File Type

Plain and simple, Filter a search by a file type like PDF, Word Doc, or Excel file types. Our users utilized this often on our old system and there is no way to do it here with the doc searches under a case or Browse Documents.
Guest about 1 year ago in  0

Assigning checklists or auxiliary checklists to a specific user for all cases

It would be beneficial for the new premium texting feature if you could assign certain checklist items to a user. Then when anyone adds that checklist it auto populates to that user. Just like when you assign cases, you can assign specific people ...
Guest 3 months ago in  0

Neos Outlook Add-In - Please add single sign on or Sign On with Microsoft

We require everyone to use Sign On With Microsoft in Neos, which eliminates the need to remember your Neos password. When it comes time to sign on to the Outlook add-in, most people do not remember their Neos password.
Guest 8 months ago in  0