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Firm Address - Multiple Locations

Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Guest about 3 years ago in General 0

Neos: Ability for multiple people to subscribe to a report

Currently, you may only have 1 person subscribed to any report when it would be beneficial to have multiple users subscribe to the same report.
Guest over 3 years ago in  0

Request templates should launch from Records Request Tab directly.

It would be much more efficient to launch the requests directly from the request entry, rather than entering the request and then generating from the case docs tab.
Guest over 3 years ago in General 0

Having the ability to open word docs directly in the desktop app.

Law office of Dean Boyd wanted to be able to open word documents in the desktop app instead of a new tab. There is a setting in word you can set to decide how to handle hyperlinks, but it doesn't work on Neos but does work on SharePoint. This woul...
Guest over 3 years ago in Integrations 0

Print Value Summary with totals including all payments and adjustments as was in Needles

Our firm used this report for all cases during mediation and settlement negotiations
Guest over 3 years ago in General 0

Make the the Alt Case Number (firm case number) the default for reference instead of the Needles case number.

Everywhere, you can see as reference the Needles case number by default. It would be easier for our firm to identify our cases if we could see the Alt Case Number (firm case number) instead.
Guest over 3 years ago in General 2

Neos - When Emailing a Document, Pull the Merged Name's Email Address

When emailing a document from the document's tab, firm would like the ability to auto attach the email address of the merged name in the address field
Guest over 3 years ago in Integrations 0

NEOS - Client Portal with Document Functionality

Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back...
Guest over 3 years ago in General 1

Move Names Between Mailing Lists

Add a Bulk Action to move people between Mailing Lists
Guest over 3 years ago in General 0

Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...
Guest over 3 years ago in Checklist 1