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Allow us to show the "Comments" column under the Insurance tab in Neos

Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...
Guest over 2 years ago in  0

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0

Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list

Trying to get back to functionality in Needles 4
Guest over 2 years ago in  0

Ability to Default Calendar View

In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!
Guest over 2 years ago in  0

Neos - Duplicates Check to Import Intake

When checking duplicates for importing intakes from a file, please add a check for the same case type and the same name. Leads are often received from a form the potential client fills out themselves where they may have mistyped a phone number or ...
Guest over 2 years ago in  0

Tagging Documents in ALL CAPS

-When inserting the merge template normally: [[ First Name | Case.Parties.Name.FirstName | Plaintiff ]] ; the field populates normally in Neos. -When capitalizing it: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]], the field does not p...
Guest over 2 years ago in  0

User would like to be able to print letterheads

User would like to be able to print letterheads in neos instead of opening in word desktop and having to print the whole document.
Guest over 2 years ago in Document Management 0

Neos - Default Party Role Setting

Would like the setting to select which role a party will be defaulted to rather than having to change from "Neos Default" to "Plaintiff". Firms would like to have the ability to choose which role is selected as the default.
Guest over 2 years ago in  1

Enlarge prompt box for converting intake

When converting an intake to a case, especially when there's a lot of inquiries, sometimes the scroll bar or save button doesn't appear. Making this prompt box larger might fix this issue.
Guest over 2 years ago in  0

Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.
Guest over 2 years ago in  0