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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 about 3 years ago in General 0

Export Mini-Directory Data to CSV/PDF

It would be an extremely useful feature to be able to port the data, and options that are made in a mini-directory to a CSV file, or PDF. There are moments in time where different staff need to be aware of what categories are needed to be used on ...
Guest about 3 years ago in General 0

Outlook Tagging to Neos - Ability to see which cases are companion cases

A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
Guest about 3 years ago in General 0

Where did you hear about us should be on the intake and carry over to the case

Where did you hear about us should be on the intake and carry over to the case
Guest about 3 years ago in Integrations 0

More Robust security

Case dates should not be changeable by everyone. For Example, I have a trial date case date that if someone changes would ccause a lot of problems
Guest about 3 years ago in General 0

Be able to calendar events from the Aux checklist and Case dates

If you enter a trial date as a case date, the aux checklist allows checklist items to be put on the diary. But it doesnt allow calandar items to be put on the Calendar. This would be helpful if you had a trial that would take 2 weeks. It could cca...
Guest about 3 years ago in Integrations 0

Neos - Ability to invite outside sources to event in Neos

Since Neos displays the same function as an Outlook calendar, it would be nice to also be able to invite others to the calendar event from Neos directly without having to go to Outlook.
Guest about 3 years ago in Integrations 0

Email and Text templates

We need these. Saves time and money. Instead of letters, emails and texts
Guest about 3 years ago in Document Generation 1 Already exists

Incoming paper mail Process - Bulk scan

Typically, incoming mail is bulk scanned and separated into files. You should be able to bulk imput those docs into the system. So when you dragged 10 documents over you could have multiple inputs to put the items into many cases at once. You also...
Guest about 3 years ago in  0

Delete

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Guest about 3 years ago in General 0