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Select Multiple Notes/Bulk Actions

On the Docs tab there is a check box next to each item which allows us to select multiple documents at once. The 'bulk actions' box appears, allowing us to perform an action to all the selected documents. I recommend adding this feature to the Not...
Guest almost 3 years ago in General 6 Already exists

Return to the same place in a list when returning to the list view from an entry.

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...
Guest almost 3 years ago in General 0

Allow users to add, edit, or remove Settlement memos

It would be much more efficient if users could add, edit or remove the settlement memos just like the templates. I am not sure why that was changed from Needles 4 to Neos but it is frustrating when you need to change one sentence but have to go th...
Guest about 3 years ago in General 2

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.
Guest about 3 years ago in General 2

Neos - Automatic Tagging for Newly Generated Emails

The functionality to have the newly generated emails be automatically tagged to the case in which it originated. Similar to ideas 700 and 710.
Guest about 3 years ago in General 2

Allow different color coding for calendar appts

Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.
Guest about 3 years ago in General 3

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest almost 3 years ago in General 1 Already exists

Neos Mobile App

Add the ability to have a mobile app for easy review of Neos while on the go
Guest almost 3 years ago in General 3

Ability to change font size

No description provided
Guest almost 5 years ago in General 3 Unlikely to implement

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest almost 3 years ago in General 1 Already exists