Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

Value Screen Navigation

Is there a way to keep the value screen layout the way you set it up and stay that way while you are working in the value screen? I sort the dates in a particular order, go into a value entry for a particular date of service and when I exit that v...
Guest 7 months ago in  0

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

Add Case Type to contact search results

Add a case type field to the search results to quickly find clients with the same name. Intake field already exists. Expand to include case type.
Guest about 1 year ago in  1

To be able to email the intake to the referral attorney.

I would like to be able to email the intake directly to the attorney that I am referring a case to. That way I can track it and also get updates from that attorney etc.
Guest 3 months ago in  0

Case name in Search Result Box

Case are known by the case name, yet the case name is not in the search result box. We may have a client who has a number of cases, so knowing the client name is not helpful. Some plaintiff names are common, Mary Smith, you need the full case name...
Guest 9 months ago in  1 Future consideration

Browse Documents - Please add case number and a link to the case

Right now there is no way to determine the case number the document relates to. It would be even better to have an option to jump to the case.
Guest 3 months ago in  0

When sending an email from the case it should be posted to the note tab automatically (similar to when sending a text)

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...
Guest over 3 years ago in General 2 Already exists

Add ability to move tabs in Neos like Needles

This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...
Guest about 1 year ago in  0

Neos - Checklists with Documents should not automatically populate the documents when marked Done

A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they wan...
Guest 7 months ago in  2

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...
Guest almost 2 years ago in  0