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Ideas & Enhancements
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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 almost 3 years ago in Document Management 0

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 almost 3 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 almost 3 years ago in  0

Neos- Case Search Defaults

User would like the ability to select what option under case search is selected by default. Currently, it defaults to name, and they would like the ability to have it default to case number
Guest almost 3 years ago in  0

Neos - Add Party Role to drop down entries when generating a document.

Currently in Neos, whenever you are selecting a party for a merge document. It states the prefix, first, and last name; however, it would be useful for general Party bookmarks/tags to have the party role as well. This would allow us to easily iden...
Guest almost 3 years ago in  0

Birthday/Christmas list - show up on the party tab if they are on list

No description provided
Guest almost 3 years ago in  0

Easier Ability to Copy Notes to Companion Files

It would be helpful if notes could automatically be copied companion cases, or alternatively, a select box to do so, instead of having to use the Action function after you post the note. It's too many steps as it is.
Guest almost 3 years ago in  0

SMS Feature - allow for formatting as in Notes

Allow rich text menu to apply formatting, such as font size, color and adding of picture and/or document.
Guest almost 3 years ago in  1

Case Tabs - Allow Viewing of Data Across All Tabs at once at user level to allow for a flat view of a case

No description provided
Guest almost 3 years ago in  1

Neos: Add a Subject or Header for Notes

This will allow the users to add a description of the note and see what the note is about at a quick glance.
Guest almost 3 years ago in  0