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Ideas & Enhancements
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Make comment box bigger

On the records request tab, going into providers. We should have the note/comment box much bigger. When we make a note it should be going down not side ways.
Guest over 3 years ago in  0 Shipped

Neos - Remove 'Add Note' Button from Header

Remove the 'add Note' button from the head of the case - when suers are on the Notes tab, it is confusing because they think that is where they are supposed to cliek to ad a note.
Guest over 3 years ago in General 1 Shipped

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest over 3 years ago in General 1 Shipped

Add names of clients to provider usage list

When you run provider usage for a specific provider, the list only shows case number and not the actual client name. It also does not allow you to access the case from the list.
Guest over 3 years ago in  0 Shipped

Neos - Add Built-in Spell check

Add a built in spell check for Neos
Guest over 3 years ago in General 0 Shipped

Neos - Change Default to Uncheck the 'File Attachments' When Tagging an Email

The 'File Attachments' box is auto-checked when tagging an email, firm would like it to be defaulted unchecked as it is cluttering up the case docs tab with unnecessary attachments
Guest over 3 years ago in Integrations 1 Shipped

Sort Phone numbers

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.
Guest over 3 years ago in General 1 Shipped

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest almost 4 years ago in General 3 Shipped
117 VOTE

Neos: Scan document directly to case

Having functionality to scan document from scanner directly to a case instead of scanning and saving to local computer first.
Guest almost 4 years ago in  9 Shipped

Change font color from gray to black for better visibility

Right now it is a faint gray, and we are finding it very difficult to read. We would like to adjust it to be black.
Guest almost 4 years ago in General 0 Shipped