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Spacing on Party Tab

Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.
Guest over 3 years ago in General 0

Neos- Ability to start a general timer without being in a case

The currently functionality of the timer provides a user to track time for a case after the case is currently open. There is no current functionality to start a general timer for a provider card which would be a useful feature.
Guest almost 3 years ago in  0

Mailing Label Report - Allow for choosing layout of labels

Need to be able to choose the layout of the mailing labels when exported to PDF Legacy - preferably would like to be able to choose to have 2 columns of labels instead of 3
Guest about 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

Cloud: When searching for someone, provide in the search results how the person is related to the case such as in v5.

It would be helpful to see what type of party each personal is, I.E. Plaintiff, Defendant, instead of having to open the case completely to confirm who the party is.
Guest about 4 years ago in General / Search 0

Being able to export the settlement memo as a word document as well

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.
Guest over 3 years ago in General 3

Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically

#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.
Guest over 3 years ago in General 1

Change font for settlement memo

It's a shame that one cannot change the font of their settlement memo, under the Firm Preferences tab.
Guest about 1 year ago in  0

Middle Initials for Templates.

I need to be able to merge a party's "full name" as [First Name] [Middle Initial] [Last Name]. Needles had this ability (Party Full Name), but Neos apparently doesn't. Neos "Name Full Name" includes the full middle name. I don't want the full midd...
Guest about 1 year ago in  0

Add military service information to Names ID

We current keep this information in user defined fields, which does not follow the person. It would be much better if the information was tied to the Names ID and followed the person, not the case.
Guest almost 2 years ago in  0