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Click on Name ID to pull up Provider Card/List of other cases

It would be very efficient if one could click on the Name ID of a party and automatically pull up the Provider Card and/or list of cases which they are attached. We have many clients who have current and prior cases which we would like to access q...
Guest almost 3 years ago in General 0

Compatibility with TABS3 Accounting Software

I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.
Guest almost 3 years ago in Accounting Integrations / Integrations 0

Neos - Ability to edit the flyout for a party

When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.
Guest almost 3 years ago in General 0

Case Calendar "Filter" Options

Filter options for calendar tab in case. Main purpose is to be able to hide older events.
Guest almost 3 years ago in General 0

Save button

Instead of seeing "you have unsaved changes, do you want to leave", there should be a save button on that same unsaved changes window.
Guest almost 3 years ago in General 0

Activity Feed expansion

The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...
Guest almost 3 years ago in Auditing 0

Neos - Ability to modify the Case Header

It would be convenient to be able to modify what appears in the Case Header such as adding the First Point of Contact Name and Case Manager/Paralegals name.
Guest almost 3 years ago in  1

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest almost 3 years ago in General 1 Already exists

Add "Party Role" To Advanced Search

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.
Guest almost 3 years ago in General 0

Neos - allow the order of the parties to be changed after selecting a case to tag a message to

It's possible this behavior is evident in other areas, but is right now most noticeable when sending a message and using the case search. After clicking on the case, it opens a party selector and defaults to the first party added to the case. In s...
Guest almost 3 years ago in General 0