Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

Ringcentral integration

No description provided
Guest about 3 years ago in  0

Mandatory Field Options

It would be great if we could mandate certain fields to be filled in. For data integrity and report purposes, we need certain fields to always be filled in on all case types and often f/u monthly to update these fields. If they were mandatory this...
Guest about 3 years ago in General 0

Template Tags Search by Tag Name, Label or Tab...

Presently, when you are using the Word Add Into tag templates, and search by tag name, label or tab, it isn't very user friendly or smart. When you search "Full name" for example, you get options for AKA full name, default full address, Employer B...
Guest about 3 years ago in Integrations 1

In the 'Cases for Party' Option - Add Date of Incident

When clicking Cases for Party - it would be great if DOI was added to the list of cases
Guest about 3 years ago in General 1

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...
Guest over 3 years ago in General 0

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.
Guest over 3 years ago in General 0

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases
Guest over 3 years ago in General 0

Neos - Ability to add Document Tags field to Records Request tab

The Document Tags field is very helpful, however it would be nice to see this field in other tabs such as Records Request tab (UD tab 2). Having the ability to add the Documents Tags field to other tabs can even increase the flexibility of the sof...
Guest over 3 years ago in  0

Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...
Guest over 3 years ago in General 1

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...
Guest over 3 years ago in General 1