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Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client

the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...
Guest over 1 year ago in  0

New report that lists providers and their addresses.

I would like to be able to generate a report that lists all of the medical providers and their contact information for a case. See attachment for an example.
Guest 10 months ago in  0

Select multiple messages for deletion by holding down shift key

In Needles 4 if I wanted to clean up my messages inbox, I could select a group of messages by selecting a message 'at the top' and then scroll down to select the entire group by holding down the shift key and selecting a message "at the bottom". C...
Guest about 3 years ago in Messages 1

Autofill Recipients When Emailing a Note

The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally. Example: You need to email 5 users in your firm and send them a Note from N...
Guest about 1 year ago in  1

Global Unique Document Numbering

We were using eDOCS before and our firm utilized unique document numbers on each file that would be referenced for quick searching. We really want this back and I think all that would need to be done is have code set that keeps track of a number i...
Guest about 1 year ago in  0

Make Date Calculator accessible from anywhere in Neos

We really like using the date calculator, but it's only accessible on date fields - sometimes we like to calculate dates for other reasons, so we'd like to have that calculator accessible from anywhere in Neos. If it could be added to the sidebar,...
Guest almost 2 years ago in  0

Make the special note section stand out more

In Needles 4 - this red flag section actually turned red when something was put into it so it stands out. With Neos the bar is a dull gray and easily missed. Would like to either have the whole bar with a colored background or have the text red so...
Guest over 2 years ago in  0

Ability to add more than one auxiliary checklist item at a time.

No description provided
Guest almost 3 years ago in  6

Save/add files to Neos when saved/added to Sharepoint/OneDrive

Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...
Guest about 1 year ago in  0

Make a Credit category that corresponds to case expenses.

For instance, when a case has multiple settlements in it, we need to be able to reflect that we have reimbursed some of the case costs. It does not make sense so have to go costs entry by cost entry and mark them paid until you get to the exact pe...
Guest about 1 year ago in  0