Ideas & Enhancements
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Implement "copy to other case" button or check box within notes

Instead of having to click on a message and go to the drop down list to have a message copied to another case, would it be possible to implement a button or check box within the note we are currently typing? It takes out a few extra steps and woul...
Guest almost 2 years ago in  0

Change Checklist Automation to Case Specific

Add the ability to add checklist automation to a specific case instead of the automation being spread to the checklist item in every case with that checklist item.
Guest almost 2 years ago in  0

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest almost 2 years ago in Checklist 0

Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen

Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Guest almost 2 years ago in  0

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest almost 2 years ago in Companion Cases 23

Add custom fields in Header

Staff would like to see some of our custom data in the header, based on custom fields. We would like the ability to add our custom fields instead of just the Neos standard fields.
Guest almost 2 years ago in  0

Link Multiple Names at a Time from the Accounting Tab

When linking names in Neos, having to do so one by one is extremely tedious. A change in UI that allows for performing multiple links at a time would help mitigate the tedium and number of clicks necessary to connect firms often massive clientele ...
Guest almost 2 years ago in Accounting Integrations 1

Neos - Create an Integration with Zoom Phone

No description provided
Guest almost 2 years ago in  0

Neos - Enable Activity Feed for Intakes for all users

Currently, Intake Activity Feeds are only available for Intake Pro subscribers, however this can take away from further auditing Intakes.
Guest almost 2 years ago in  0

Add options to insert DocuSign fields for "Text Boxes" "Radial buttons" and "Attachments"

This is helpful for templates that need additional data or information from the "signer" when receiving a Docusign template from the firm. Currently only have the ability to add initials, signature and date signed.
Guest almost 2 years ago in  0