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Printing Calendar

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!
Guest about 2 months ago in  1

Neos Mobile App for Neos Messages with access to Case Notes

For many of us who are on the go, waiting to sit at a desktop to be able to respond to Neos Messages can result in unwanted delay, downtime, staff frustration. An app with the ability to review and respond to Neos messages, where we can also view ...
Guest about 2 months ago in  0

Adding additional Case Statuses.

A firm might want the option to add additional Case statuses to cater to what is going from their end. Like a Case that's been referred out to another Firm for example.
Guest about 2 months ago in  1

Dark mode

please make your website compatible with dark mode. much of it cannot be read with the black writing on a black back ground and the cases will not go black at all which defeats the purpose
Guest about 2 months ago in  1

show emails on all side panels

It would be helpful to see the adjuster emails when single-clicking and getting the side panel. Currently, you have to open the insurance line totally to see it.
Guest about 2 months ago in  0

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
Guest about 2 months ago in  0

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest about 2 months ago in  2

Signature pad support

Our firm is currently using Wacom drawing tablets in a creative way to gather digital signatures from in-person clients inside the Neos PDF editor. This is obviously non-ideal but it works. We would prefer to have signature pad support for externa...
Guest about 2 months ago in  1

Outlook plugin: file emails in outlook

Move any filed emails using the Neos plugin to a "Neos" folder - similar to how Trialworks plugin works. Or better - be able to specify folder.
Guest about 2 months ago in  0

Outlook Plugin: case name search

Provide option to search by case name rather than the generic "name" Or at minimum, sort "name" results by open cases, then closed cases, then names.
Guest about 2 months ago in  0