Ideas & Enhancements
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Ability to see when a payment on an invoice is paid from the invoice tab

A date when an invoice is paid should be added to the PAID column of the invoice tab and also a place to record the check no. of the payment.
Guest about 6 hours ago in  0

Create Admin accounts without neos license

I would like to request the feature where in the Neos portal you can add an Administrator account with the need for a Neos license so that our IT guy can support the firm properly.
Guest 1 day ago in  0

Text from Clients with Multiple Photos

There should be a way to globally file text attachments (photos) into a client neos file when we receive a text from client. We just received a text from a client with 12 photos and we have to click on each one to file it into clients file. There ...
Guest 2 days ago in  1

Ability to add a Checklist Item (TODO) within Notes or Documents

When a follow up is needed on an email or document, it would be helpful to have the option of adding a TODO checklist item from that email or document. Add that option in the Bulk Actions.
Guest 6 days ago in  0

Allow users to remove the Intakes Overview (PRO FEATURE) from dashboards if they don't use this pro feature

No description provided
Guest 7 days ago in  0

Bulk Rename Option in Docs Tab

Need the ability to RENAME in bulk in the docs tab - for example: when a lawyer leaves and the new handling lawyer does not follow the same naming conventions.
Guest 7 days ago in  0

Ability to Tag an email in OL while you are drafting - Not after it was sent

To have to take the extra step of opening our sent items and then tag from there is not conducive to a good work flow. It seems like such an unnecessary extra step. If the tagging is available while drafting, your whole process for the task of the...
Guest 8 days ago in  0

Neos: Checklist Modifications

Please allow us to select specific checklist items to lock down or limit who has access to mark them as done.
Guest 9 days ago in  0

Neos: Tracking Edits to Notes on Activity Feed

It would be nice to show additions and deletions of notes in the Activity Feed. Similar to when a class code is changed, the activity feed will show the original note with a strike through, and the new class code. This will allow us to better trac...
Guest 9 days ago in  0

Neos: Allow more than 2 columns to the tab layout.

Currently, with only having 2 columns, the tabs become very lengthy. We should have the option to have 3 or 4 columns of fields assuming the length of the fields permit. Our tabs are much too cumbersome and long.
Guest 10 days ago in  0