Ideas & Enhancements
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Permissions groups should automatically change staff permissions to inherited automatically.

No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...
Guest 11 months ago in  1

open communications center

This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Guest 12 months ago in  0

Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...
Guest over 1 year ago in  0

Neos - Party Tab - Add Case and Intake information when searching for a name

Currently, when i add a party to a case, I can search for a name, but I am not given information about the name, such as if they have any cases, what type of cases, role, or whether they are open or closed. This causes the potential for adding par...
Guest about 1 year ago in  1

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

Bulk Edit Action - Checklist Value Dynamic

It appears that the Checklist Code Options values are not dynamic and yet a set in stone set of checklist codes. We have added codes to Cases and Checklists and we really need to be able to search and filter by specific Checklist Codes, not just t...
Guest 6 months ago in  0

Search function for note topics when tagging an email

For firms that have long lists of note topics it would be extremely hepful to search by term vs scrolling to find the topic.
Guest about 2 years ago in  0

search results in alphabetical order and only the spec your request

when searching a name, the results return any name with those letters in it. I would prefer the old needles way. The results are not in alphabetical order. Would like to be able to customize this program to our needs. Would like the option to see ...
Guest about 2 years ago in  0

Be able to have the same category for all attachments being saved to neos from an outlook email

Sometimes I attach a lot of documents to an email. When I save them, I manually have to select the type/category for each document on the needles tab on the side of Outlook. A lot of times, all documents are the same type. It would be nice to be a...
Guest 12 months ago in  0

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists