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User would like report subscription to be sent out as a pdf file or csv file

User would like the file sent to his email instead of the link to download it in the browser.
Guest over 2 years ago in  1

Neos - Add 'Deceased' and 'Minor' to Party box in Search

When searching for a client, you should be able to see the 'Minor' and 'Deceased' in the party box, along with role
Guest over 3 years ago in General / Search 0

Modify Checklist Names From List View

It has been requested that functionality be added to modify checklist item names, via copy/paste, from list view, instead of having to click into details.
Guest over 2 years ago in  0

Automation Checklist Items

Add more options to allow for more automation to checklist items such as adding a text message ability when the date of a checklist item is changed.
Guest over 1 year ago in Checklist 0

Allow us to show the "Comments" column under the Insurance tab in Neos

Right now, under the Insurance tab in Neos, we have the ability to show/hide a number of different columns. Unfortunately, "Comments" is not one of them, and I'm not sure why that is. Please give us the ability to show/hide the "Comments" column u...
Guest over 2 years ago in  0

Documents Tab Search - Give '0 Results' option when there are no documents tha match your search/provide better loading/search screen

Documents Tab search: 1) make it more clear how long the search is taking 2) display a response when there are no results (like in Windows Explorer where it will say “no items match your search”).
Guest over 1 year ago in  0

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

Can you add Add to Mailing List to the Actions Tab inside the Intake and/or have the intake default to general mailing list

Trying to get back to functionality in Needles 4
Guest over 2 years ago in  0

Return the Warning for Users when marking a case "Dormant"

Having a warning to advise that a case has been marked dormant should be added to prevent cases from accidentally being marked dormant and a statute subsequently being blown.
Guest almost 2 years ago in  0

Bulk Update on Text Messages

I upgraded to Premium texting. On the communications tab, I have over 900 prior text messages that are "Unassigned" bc they have no Note topic. Instead of having to go through each one, there should be a way to assign the same note topic to all "U...
Guest 11 months ago in  0