Ideas & Enhancements
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Neos Notification Center - Ability to set your preference on how long a notification stays in the Notification Center

This is useful for people who may want their notifications longer than just 15 days.
Guest over 1 year ago in  0

Add SSO/SAML 2.0 Support

Add SSO/SAML 2.0 Support to help create a more secure environment for companies who have or will have SSO.
Guest over 1 year ago in  0

Mass Update: Staff Assignment

I do not want to wholesale replace a staff member. Our firm is growing and I want to re-assign some cases in bulk to a new attorney. There appears to be no way to do this through mass update, forcing me to go to all 200 cases individually to reset...
Guest over 2 years ago in  0

NEOS - Distinction in Search between Party and Provider

At a glance there is no distinction between a party and a provider when searching. You have to click on each one to get any information on the name.
Guest over 3 years ago in General / Search 1

Neos - Being able to filter the Search

Would like to be able to filter open/closed cases within the main search instead of using the browse cases or the advanced search.
Guest over 2 years ago in  0

Address Book Search Enhancement

Please add the ability to search the address book by zip code. This is especially helpful when searching providers that may be nearby for a client. We have the zip code ability in the main search, but having that ability in a list view will be muc...
Guest 5 months ago in  0

document count

can we have a document count for each of the topics? When importing a large number of documents, it is helpful to have a document count as a double-check to ensure that all were uploaded to NEOS. Thanks!
Guest 5 months ago in  0

Neos - Values auto create DTF

In Needles 5, creating an expense and paying for the expense automatically created a DTF amount. In Neos, creating an expense and DTF are manual and different. If the user does not input everything properly AND then click the DTF box - which is no...
Guest over 3 years ago in General 0

Saved advanced search retains sorting

For example, when creating a custom report using the advanced search function. I have created a report that groups together the open cases by the primary staff assigned to the cases. I would like to be able to further sort the results in alphabeti...
Guest about 1 year ago in  1

Ability to add tags to document in template generation

We can add type and category in template generation, but not tags. It would be nice to be able to tag them at that same time.
Guest over 2 years ago in Document Management 0