Ideas & Enhancements
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Adding the ability to have an announcement pop up at login or schedule time.

As everyone’s workforce is changing being able to notify everyone about an event or just post important information it would be helpful to have a spot under the Firm Preferences to have an announcement pop up at login or schedule time.
Guest over 1 year ago in  0

Add the list of Permission Groups on Settings > Staff > Staff Profiles > Permissions screen

It would be helpful to have the list of Permission Groups that the staff profile belongs to on Settings > Staff > Staff Profiles > Permissions screen for troubleshooting conflicting Permission. below the profile name so when toggling betw...
Guest over 1 year ago in  1

Tracking Support tickets or incidences

It would be extremely helpful to have a screen that allows us to see any of the tickets or incidences that we have added in the support form so we can better track what is still open and see the correspondence that has occurred. To go one step fur...
Guest over 1 year ago in  0

Neos - Options for more colorful displays/themes

Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.
Guest over 2 years ago in  5

Indicator that shows when you open a case that there is a companion case

It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.
Guest over 2 years ago in  2

Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case

Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Guest over 2 years ago in  0

"Select All" option when Uploading Documents

When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Guest almost 3 years ago in Document Management 3

Neos - Default Search Selection

Default Search Selection, Would like there to be a way to select a default search setting per user for those who like to search by case number or any other options available. (All, Name/Aka, SSN, Case #, Alt Case #, Email, Name ID, Any Phone, City...
Guest almost 3 years ago in Search 1

Option for text messages to post to notes instead of case docs

We would like for there to be an option for text responses (.txt files) to be posted to notes instead of case docs. This will make it easier from an organization standpoint and allow all correspondence to be n the same place. Thank you
Guest about 3 years ago in Messages 0

Notification Sound

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.
Guest about 3 years ago in Messages 1