Ideas & Enhancements
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Email Templates Expanded to Neos Cases vs. Just Intake Pro

Can the email templates functionality be expanded to regular Neos cases made?
Guest about 2 years ago in  2

Have the Zip-Plus-Four field search

When entering a zip-plus-four, it should search for the zip code the same as if you only put in the first 5 digit zip.
Guest about 2 years ago in  1

Allow file rename when saving from email via tagging

We should be able to rename email attachments (i.e., "save as") when tagging the email to the file. Sometimes these are named badly or do not conform with our own system. Having a "save as" field would save double-work of having to go back in the ...
Guest about 2 years ago in  0

Neos: Please make default fields removable and such as "more info" on the case tab.

Some users have suggested that we make default fields removable and have options what to do with standard fields.
Guest over 2 years ago in  2

Neos - Add ability to copy Import Intake mappings for other case types

When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).
Guest over 2 years ago in  0

Provider Usage Listing Criteria - Select All Option

When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...
Guest over 2 years ago in  0

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Guest over 2 years ago in  0

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.
Guest over 2 years ago in  0

Mobile View

Neos isn't mobile friendly. A mobile view would go a long way with making the attorneys in our firm happy.
Guest over 2 years ago in  0

Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles

To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...
Guest over 2 years ago in  0