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Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 4 months ago in  2

New Firms Converting to Neos

I have a suggestion for firms transitioning to Neos in the future: I think all admins should be able to make any and all structural changes to how the software functions in PPE (Case types, check lists, case layouts and ALL Mini Directories) and h...
Guest 16 days ago in  0

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest about 2 years ago in Checklist 15

Neos: Special Note Size Limitation - Please allow same character size as a regular Case Note

We gather a lot of data in the Special Note and find 1,000 characters is not enough to accurately display the information we need to gather.
Guest 24 days ago in  0

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment t...
Guest 9 days ago in  0

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest about 1 year ago in  8

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.
Guest about 2 months ago in  0

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided
Guest 4 months ago in  2

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Guest about 1 month ago in  0

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...
Guest about 1 month ago in  0