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When sending documents from case tab, Let us know if the file is too large to send!

When e-mailing a large document from Neos, if there is an issue with the document size, Neos should give us a pop up of this. Outlook has a file size limit of 20 MB or less which causes Neos not to attach a file over this size. Then, it looks like...
Guest about 1 month ago in  0

Auto-populate Document Type field when generating docs from checklist.

When there's a default Document Type assigned to a specific document template, generating said document from the Case Docs tab (correctly) auto-populates the Document Type field. When generating a document from a checklist task, it does not.
Guest 3 months ago in  0

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...
Guest 4 months ago in  1

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...
Guest over 1 year ago in  1

To be able to export the value screen

It would be helpful to be able to have an export feature on the value screen.
Guest 7 months ago in  1

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest about 4 years ago in  13 Planning to Implement

adding "notify staff member" option when checklist item is completed/marked done

If there could be a way that under the checklist details, there is an option to notify a staff member, or multiple members, when an item is marked done. this would be especially helpful when one gets assigned a TDO and the assigning member needs t...
Guest 6 months ago in  0

Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.

It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.
Guest 8 months ago in  0

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest about 2 months ago in  0

Make attachment visible in Value Tab Notes

A Note created in the Value Tab, with an attachment should be visible in the Value Tab. This will help Accountants/Bookkeepers see/download/print the attachment in the Value Tab Notes where the complete value entry is visible. Right now, you have ...
Guest 2 months ago in  0