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Allow Customization Settings for Events In Neos Calendar

Used to be able to see more details about events in the Needles Calendar, I would like to be able to customize what I can see for events in the Neos Calendar without having to click the event for more details. Somehow the Outlook Calendar App on t...
Guest 7 months ago in  0

Case Calendar - Allow Change to Default Time of Appt

When adding an appointment from the Case Calendar tab, the appointment automatically defaults to 12:00am-12:30am - this can be overlooked when scheduling quickly, which leads to not being able to see the appointment on your calendar. Please add th...
Guest over 1 year ago in  0

Disable Call Notifications

Call Notifications clog up the Notifications on Neos and potentially block more important ones. Users should be able to disable these Notifications.
Guest about 1 year ago in  0

Neos - Add Totals to Reports

Add totals to Case Listings reports - user should not have to export to see totals
Guest almost 4 years ago in General 4

Refresh take you back to original screen

Currnetly when we add an email as note or add a document and then want to see thta within Neos, we click on the semi-circle refresh button with the arrow. After we do that, Neos take you back to the Case summary section and then you have to click ...
Guest over 1 year ago in  0

A Tag List option that can be used to pick and choose what is to be pulled prior to Document generation.

There was a similar function back in Needles 4 wherein a list of tags could be used to pull certain bits of information when merging docuemnts. Say the list contained 4 items, but the document you're making only calls for items 1 and 4, or another...
Guest 7 months ago in  0

Batch tagging for emails

Able to tag emails en masse for one case; often get several emails in one day for one case during mediation/settlement negotiations/trial prep especially when multiple defendants
Guest about 1 year ago in  1

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.
Guest over 3 years ago in Integrations 0

Cloud - List Provider Usage Lacking Information and Functionality

When you run a "List Provider Usage" report, it should show the name of the 1st party in the case as well as be a quick link to open that case. REF Incident #81776
Guest almost 4 years ago in General 2

Capitalized merge templates should capitalize target merge fields in Neos.

Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...
Guest almost 3 years ago in  2