There are often repeat payees for case expenses (like the state efiling system, or Lyft/Uber) that must be entered individually, making the value tab very long and cluttered on long litigated matters. Would be good if the system consolidated the v...
In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...
Currently, the notifications center retains all notifications for up to 15 days. We would like the ability to clear notifications. As the system currently is, the new gets mixed up with the old.
A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...
with premium texting I would like to add a template to identify our firm
When client receives a text its from the phone number assigned to our firm from Premium Texting but if client does not have that number added as a contact they do not know who is texting them.
Provide a drop down for the call field in the communication field.
When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.
Allow the option to change the code formats especially for the Full Address codes!!
We currently have to respace the text that is generated because it comes out as : Street name Apartment Number City, State, Zipcode and we need the option to select it as: Street name, Apartment Number, City, State, Zipcode Just like the dates hav...
It is imperative that we are able to print the calendar from Neos as we could with all prior versions of Needles! I would like the ability to print daily, weekly and agenda views of Neos Calendars!
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