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Default E-Mail

You should be allowed to choose a default e-mail address or move them around to change the default similarly to how you can with the phone number. It's common for clients to have multiple e-mail addresses.
Guest almost 3 years ago in General 0

Litigation Identifier

It would be nice to be able to mark a file as in "litigation" manually instead of only being able to do so with an auxiliary checklist. In Needles 4 you could change the banner from red to blue manually, but you can't seem to do that with NEOS.
Guest almost 3 years ago in General 0

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made
Guest almost 3 years ago in General 0

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 4

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case
Guest almost 3 years ago in General 0

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest almost 3 years ago in General 1

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest almost 3 years ago in General 0

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

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...
Guest almost 3 years ago in General 0

Outlook Tagging to Neos - Ability to see which cases are companion cases

A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
Guest almost 3 years ago in General 0