Ideas & Enhancements
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Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...
Guest over 1 year ago in  1

Ring Central Notifications

There should be an option in settings to choose who gets notified on inbound calls and outbound calls. Not all employees need to know what calls came into the office.
Guest over 1 year ago in  0

We need the ability to have a Value block at the Intake level.

Our firm like I’m sure many others incur expenses on a case when it is still at the intake level. We need to have a Value block similar to the Address block that would allow us to enter multiple Value entries on an intake and allow for those to be...
Guest over 1 year ago in  0

Neos: Ability to Copy the Negotiation Tab to a companion case (or any case)

I am able to copy all other list tabs, but not the negotiation tab. We often need the negotiations from one case into another and must have a way to copy in bulk. Please!
Guest over 1 year ago in  0

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...
Guest over 1 year ago in  0

Ability to add default values to fields in case and intake layouts

For many of our fields, they would have a default value for every case or intake. The ability to set that default in the layout would help so it is never missed or needs to be entered. For instance we have a field for BI insurance, but if the fiel...
Guest over 1 year ago in  0

Neos messages: don't ask to change case association unless the provider has a case to change to

Any message you enter where the caller is not a party in the case, you get prompted to "change case association." It should only be asking that if there is a case to change to. Vast majority of our contacts/providers are not parties in a case and ...
Guest over 1 year ago in  0

Neos provider address and phone numbers get lost if "Type" is more than 20 characters

You hit save, get internal server error, have to go hunting to see what is preventing the save from working. Then if you close the provider without fixing it first you lose the data. We use the phone and address "Type" a lot for clients who move a...
Guest over 1 year ago in  0

Ring Central Ring Tone

Allow Ring Central integration to carry over the ring tone already set up in Ring Central settings or allow for users to change the ring tone in Neos.
Guest over 1 year ago in  0

Ring Central integration fax feature

Currently with our integration, we still have to have Ring Central open along with the app in Neos because we cannot fax through Neos. It defeats the purpose of this integration if it cannot fully function as Ring Central.
Guest over 1 year ago in  0