Ideas & Enhancements
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Firm Address - Multiple Locations

Some firms have multiple locations as well as multiple phone numbers and maybe also a separate phone number for those who do not speak English. They would need to be able pull these fields into documents.
Guest over 3 years ago in General 0

Gender Selection in Party Tab

Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
Guest 10 months ago in  0

Bring back prior Party tab layout

For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
Guest 10 months ago in  0

Ability to save word document as a PDF right from casedocs

We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...
Guest over 2 years ago in  0

Roll due dates or reminders away from weekends or holidays

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0

Bulk update value code in Time tab

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0

Mentions in provider notes should work same as case notes

Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
Guest 10 months ago in  0

Removing the Aux Checklist

Similar to https://ideas.needles.com/ideas/NEED50-I-1212 Would like to be able to remove all AUX checklist items at once rather than one item at a time. (would be useful for when the aux checklist would need to be changed or if someone were to acc...
Guest over 2 years ago in  0

add the Ideas & Enhancements as part of the Service Portal / Support Portal

I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Guest over 1 year ago in  2

Allow document coding to be read if it is inside a text box.

Some people have been trying to make custom documents by uploading PDFs to word docs as watermarks, then trying to put info from neos in custom places. However the only way to format the text to line up reliably is to place text boxes and Neos doe...
Guest over 1 year ago in  2