Ideas & Enhancements
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Allow file rename when saving from email via tagging

We should be able to rename email attachments (i.e., "save as") when tagging the email to the file. Sometimes these are named badly or do not conform with our own system. Having a "save as" field would save double-work of having to go back in the ...
Guest over 2 years ago in  0

Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg

we seem to get more of the HEIC filetypes and trying to send as a PDF just send the HEIC file and maxes out the email size very quickly. so if Neos could add an auto Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg it would help our staff be...
Guest 7 months ago in  0

Accident Information Tab - Ability to add Vehicle record listing to user-generated tab

I agree with a previous idea that the new Neos generated Accident Information tab is lacking in the information included, however, the information we need is different than that previously requested. I think instead of trying to match all injury a...
Guest 7 months ago in  0

advance search address

Need to be add more columns to advance search like mobile phone or address. This is not an option right now.
Guest about 1 year ago in  0

Separate Permissions for Templates access

I'd like to see either a general group permission or a special permission to allow users to add/edit/delete under the Templates section. Right now it is a permission nested under Document Forms instead and I'd like to see it split for some of the ...
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

Global Layout Settings (firm defaults)

It would be VERY helpful to have an option in the settings to configure the "global/default layout settings" for all users in our firm. I'm talking about somewhere where we can choose the columns shown by default for each tab, the default column w...
Guest about 1 year ago in  0

Autopopulate New Provider Card Generated from Search

When searching for a provider prompts you to create a new provider card, it would be helpful if the data you already entered into the search populated into relevant fields in the provider card.
Guest about 1 year ago in  0

Add Auxiliary Checklist to Multiple Cases at Once

I'd like to add an Auxiliary Checklist to multiple cases at once from the Advanced Search or Reports screens. For example: I want to add an auxiliary checklist to perform tasks A, B, and C on every case of a certain Case Type with 'no' in a certai...
Guest about 1 year ago in  0

Show Colors on Document Types within the Document Type Settings menu

I think it would be beneficial to see the Colors on Document Types within the Document Type Settings menu so they can all be easily referenced against each other to see what colors have not been utilized easily.
Guest about 1 year ago in  0