Ideas & Enhancements
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Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
Guest about 1 year ago in  0

The Metadata Field on Zapier should be mappable to fields in Neos

It would offer another layer of options and deeper functionality for firms to be able to link fields in the Metadata section to custom fields in Neos to pull that data in.
Guest about 1 year ago in  0

Modify text in Records box (bold, italic, font size)

Being able to bold, underline, etc. would save a lot of time during document generation so that the text could already pull in the correct format.
Guest over 1 year ago in  0

Notes made from Texting should be included in Activity Feed

Currently when you text a party it will create a note, but it will not mention it on the activity feed.
Guest almost 3 years ago in  0

2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents)

2 way share password protected links which can be limited by time (ability to share documents and have another user upload documents) - would be extremely helpful.
Guest 9 months ago in  1

Add a separate permission for "Bulk Actions"

It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Guest over 1 year ago in  0

Default setting for drop downs

Users should be able to set a default type for any drop down field to streamline the process and be more efficient. In what we do, a majority of the time the same "type" is selected from the field. It would be more efficient if the user could set ...
Guest about 3 years ago in General 0

Profile Photos icons should be more intuitive

The X to open a full size view of the client photo is very unintuitive. It should be something like arrows pointing away from one another or another universally recognizable signifier of zooming/making an image full-screen. My assumption for quite...
Guest 9 months ago in  0

Make Provider Phone and Fax Numbers Searchable in Advanced Searches!

Trying to create reports that need the Providers information including the phone and fax numbers and it's not an option and it should be.
Guest 4 months ago in  0

Add a screach bar when you tag a topic in needles

When tagging a document into needles, my team finds ourselves scrolling through what type the document is. It would be much more efficient if we could search for the document type.
Guest 9 months ago in  1