Ideas & Enhancements
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Increase character limit for Payee names entered in Neos

The current character limit appears to be 35 characters. If the Payee has more than this we have to shorten the name as the Quickbooks integrator will not work correctly if the name is longer than 35 characters. We would either like this to be inc...
Guest about 1 month ago in  0 Shipped

No limit to characters typed into a checklist item

There should be no character limit when making notes in your checklist description field. This causes multiple checklist items of the same to be set, when all the information cold be in one checklist item. For example, when requesting records from...
Guest over 3 years ago in  1 Shipped

Save note and stays in that note tab

When I save a note, I want it to stay in that note tab instead of going back to the list of notes. If I'm interrupted at work and I save the note but intend to continue entering information, I want it to stay open but saved for future use.
Guest about 3 years ago in General 9 Shipped

User would like the ability to remove themselves as the organizer of the event

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.
Guest about 3 years ago in General 9 Shipped

SMS on Neos

It would be really helpful if when messaging a client from Neos the responses would go back into Neos instead of going into Outlook.
Guest about 3 years ago in Messages 6 Shipped

new design - header

This is more of a compliant with the design. What a waste for the header on a case. The header doesn't expand all the way to the right, which is should, now we have to use an arrow button in order to see everything in the header and it won't remai...
Guest about 1 year ago in  2 Shipped

Ability to toggle tiles on/off from Neos Today

The ability to toggle tiles on and off would be useful to firms who do not use certain features such as messages often.
Guest about 2 years ago in  0 Shipped

Include the case name when searching for a client

We have multiple clients that have more than 1 case (ex. A, B, C, etc case) and we have to go into each one to figure out which is which
Guest 11 months ago in  0 Shipped

Neos - Searching for parties with the same name and initial is ambiguous

When parties have the same name and middle initial, the search results look identical. Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party. More context information in the search are...
Guest almost 4 years ago in General / Search 12 Shipped

The ability to select multiple options in one dropdown menu when generating documents

In Needles 4, you could select multiple items and generate the same letter to multiple selections at one time versus having to generate the same letter multiple times from start to finish.
Guest about 3 years ago in General 2 Shipped