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Neos: Keep consistency in tags for prefixes

When generating a case document, the Full Name tag for a party includes the prefix. It is denoted in the tag itself that should only be First and Last Name and would like this to be just that. The prefix is not necessary and, if needed, the prefix...
Guest over 2 years ago in  0

When resetting a password, do not have a "Save was successful" if the password doesn't fit the requirements

When changing a password, if the new password doesn't fit the requirements (8 characters minimum, at least one capital letter, at least one lowercase letter, and at least one number) the "save was successful" notification still appears even if the...
Guest over 2 years ago in  1

Template Creation - Allow Merge Templates to be created from an existing one

Ability to create a second template (merge document) from an existing one to eliminate having to re-enter same tags to create a second.
Guest over 2 years ago in General 0

Neos: Ability to add alternate email in Staff Profile

Any attorney will have a separate email for pleadings. It would be helpful to have a place to add the pleadings email for the attorney in staff profiles to be easily used to pull in on document generation.
Guest over 2 years ago in General 0

Add document or link to documents to calendar appt

In Outlook we used to add a link to the documents in SharePoint so that the attorneys could access documents while at appointments more efficiently. It would be great if we could add a quick link to a doc or include a link to the doc in the calend...
Guest over 2 years ago in General 1

NEOS - Standardize order of information in Document preview drop-down menu

Information in each entry of the drop down menus is ordered based on where the columns which the user had when they added the record/request. For all firms, this leads to highly disorganized information in drop down, and it is not wise to force ev...
Guest over 2 years ago in General 0

Allow bulk editing of cases whether they are the same case type or not

I have always updated the staff assigned for multiple cases all at once and never had issues until Neos. It does not allow you to update bulk cases unless they are the same case type. So if we have a new employee start, I cannot just select all th...
Guest over 2 years ago in General 0

NEOS - Document Template Preview - Hide ID behind hoverable icon

A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...
Guest over 2 years ago in General 0

Search ability for Mini-Directories.

Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...
Guest over 2 years ago in General 1

NEOS - Negotiation Tab - Add ability to hover over Notes column to see entire notes

On the Negotiation tab, add the ability to hover over the Notes column to have a Note pop up, such as on the Notes tab
Guest over 2 years ago in General 0