Ideas & Enhancements
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Neos: is it possible for the document generation display to go away after it generated

Neos: is it possible for the document generation display to go away after it generated. During the document template generation the prompot in the corner where its loading and as well sometimes checked can it go away after it generated.
Guest almost 4 years ago in General 0 Future consideration

Email from case, add assigned staff to list of emails, allow CC and BCC.

Email from case, add assigned staff to list of emails, allow CC and BCC.
Guest 5 months ago in  2

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided
Guest 6 months ago in  2

Neos: Text Message Auto Responses

Allow auto responses to indicate when someone is out of the office. This will let the client know you may not be able to respond to them right away.
Guest 7 months ago in  1

Email phone log generated from Communications Center

Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.
Guest 11 months ago in  0

We need the ability for templates to pull addresses from the "custom value" of Provider cards

Providers often have with multiple locations and a different payment address. However, a provider should have 1 provider card w/ all their locations in order for accurate reporting. Templates do not allow us to choose "custom value" as an address....
Guest about 1 year ago in  1

Neos texting: send a text to anyone in the address book

Right now you can only send a text message to a party in a case. We want to be able to text back and forth with other contacts like witnesses who are not parties. Right now it is confusing because in the clickable contacts list I can select the ce...
Guest about 1 year ago in  2

Neos: Calendar Status Colors

Currently, our users cannot differentiate between an open, closed, cancelled (etc.) appointment in Neos. Please add color based on the status of the appointment as it existed in Needles 4 and 5.
Guest over 1 year ago in  0

Document Tab drop downs are not providing enough information to be able to distinguish between entries

In document tab when you have a list of items that you want to include in a merge into document. This happens both when you are selecting records from our user defined tab and from the time tab see screen shots attached. From the records tab you n...
Guest over 1 year ago in  2

Case Field type Money

If it is $24,864.27 (it allows a period) then it looks like 24864.27. Can we make it so that when the page is saved the system puts in the comma(s), and dollar sign?
Guest over 1 year ago in  0