The ability to change the category color in Outlook if an appointment or hearing is canceled or postponed. If the calendar item is tagged to Neos and already has a category set to that color, not even a rule to change the color based on the word C...
Build PDF Editor to include signature and bookmark functions
I like the idea of having the PDF editor but I think it needs some more functionality to it still. Specifically sending a document with a signature field or entering bookmarks in a PDF would be great.
Pop Up Appointment in Neos (like Needles Prior Function)
Needles appointments would pop up on you Needles screen when you had an appointment. Now Neos does not have that option. You only get a Outlook reminder
Provide an option to use multiple user list tabs (1-5) in advance search to create reports with columns from multiple user list tabs (1-5). Not just the one tab selected in the "search for" dropdown menu and the entry tabs (6-10).
ABILITY TO CHANGE ATTACHMENT NAME WHEN TAGGING EMAILS TO NEOS
Most of the time attachments come with names that are not appropriate, we have a specific name we give to documents and it defeats the purpose of having to go back to the system, look up the folder and rename the document when it could have been d...
Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.
It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
Show full name of contacts consistently across contact cards, cases, views
When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.
open email in Outlook get green notice email successfully sent
Please don't give me a green notice that email was successfully sent when I only opened the email in Outlook! It is a very panicky moment even though I believe it does not actually send it as far as I can tell.
We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!
1
0
1
