Ideas & Enhancements
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Assign default Value Categories to Providers

the ability to assign a value category to a provider’s contact card so when entering a value item, the value category automatically references the category entered for the provider. This would help insure the value category is completed and most i...
Guest 9 months ago in  0

Neos/Sharpoint sub-folders

For years our firm linked Neos cases to sub-files in SharePoint. With the new update, this feature has stopped working and it is disrupting the normal work-flow. Any method suggested as a supplement (such as companion cases) would require us to de...
Guest 9 months ago in  1

When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case

When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...
Guest 10 months ago in  1

Do not require recipient when emailing a document

Preferred the way it was before
Guest 10 months ago in  1

Allow Zip Files to Open in 7-Zip Program Instead of Auto-Download

In Trialworks, I was able to click on a zip link and directly open a folder in 7-zip to review my documents. With Neos, when I click on the link, I have to download it first, then go to the folder and open it. This needlessly takes up server space...
Guest 11 months ago in  0

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 11 months ago in  0

Auto Populate specific party role/ any case field when assigning a case type to a new intake

Add the ability to set a default party role when a specific case type is applied to a new intake. Party role is a custom field for the intake that has been manually added but adding the ability to set any case field to a default option within the ...
Guest 11 months ago in  0

fix the checklist

need to be able to easily edit and remove unwanted items from the checklist. There are so many on mine - hundreds - that its useless to me and probably keeps getting more bloated. i would like to purge and entirely and then add deadlines in by han...
Guest 11 months ago in  2

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