Ideas & Enhancements
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Two Factor Authentication - Do not allow users to disable

Do not provide option for staff to override what the firm has set by giving them the option to "do not ask for 30 days".
Guest about 3 years ago in General 0

The option to copy the memo from a Case Expense item to DTF

Would like the option to copy the Memo from a case expense item to a due to firm item within Neos
Guest about 3 years ago in General 1

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.
Guest about 3 years ago in General 3

Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Guest about 3 years ago in General / Search 0

Ability to click/drag open windows to reorder them

It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...
Guest about 3 years ago in General 0

Ability to open calendar even from Day view

Currently I can only open a calendar event from the Agenda view. I'd like to be able to open it from the Day view as well. Any time I double-click, it just makes a new calendar event.
Guest about 3 years ago in General 0

Expand Notes column in Notes tab vertically

Would be easier to see the preview of the Notes column if it could also be expanded vertically
Guest about 3 years ago in General 0

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...
Guest about 3 years ago in Checklist 4

Neos - Highlighting Searched Words/Terms/Phrases

Users would like the functionality for Neos to highlight the searched word/term/phrase within Neos wherever they are able to search, i.e. Notes, Documents tab, etc. In the attached files, I manually highlighted what word I searched for and where i...
Guest about 3 years ago in Checklist / Search 0

Neos - Search Provider Notes

The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.
Guest about 3 years ago in General 0