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Deactivating checklist in cases

It would be useful if we could deactivate checklist in specific cases instead of in the case type
Guest almost 3 years ago in Checklist 0

Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.
Guest almost 3 years ago in Messages 0

Office Location Columns for Reports

Columns that show the office location cases are assigned to would help larger firms with multiple offices keep track of things.
Guest almost 3 years ago in Auditing 0

Option for text messages to post to notes instead of case docs

We would like for there to be an option for text responses (.txt files) to be posted to notes instead of case docs. This will make it easier from an organization standpoint and allow all correspondence to be n the same place. Thank you
Guest almost 3 years ago in Messages 0

Neos - Ability to log out other users

Add ability to log other users out of the system if they accidentally stay logged in after hours or when updates are made
Guest almost 3 years ago in General 0

Neos Mobile App

Add the ability to have a mobile app for easy review of Neos while on the go
Guest almost 3 years ago in General 4

Dashboard - Add ability to double click to jump to case

Add ability to double click to jump to case
Guest almost 3 years ago in General 0

Custom sorting reports & Value tab entries

Our firm handles personal injury case. We have a heavy medical records data entry. Certain reports we use (ex: Summary of Medical) you can sort by entryID, to - from; however, it will not allow us to sort in chronological order of treatment. The r...
Guest almost 3 years ago in General 1

Neos: Add friendly warning/error when attempting to email a document that is too large for email

Add friendly warning/error when attempting to email a document that is too large for email or too large to be recommended for email, such as 15MB+
Guest almost 3 years ago in General 0

Return to the same place in a list when returning to the list view from an entry.

Currently inside of neos whenever you are to open an entry, like a note, and return back to the list, it will take you to the top of the list forcing us to search for the document again. It would be great to see the list bring you back to the loca...
Guest almost 3 years ago in General 0