Ideas & Enhancements
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Auto Populate the Add Payment entry with the amount due

Most of the time, when we make a payment it will be for the total amount due. There it will save keystrokes if that amount was the default in the "Amount" space. Alternatively, leave the "amount" space blank so that the Due amount can be more easi...
Guest over 1 year ago in  0

Value Tab Payment/Adjustment Color in list view

The payment/adjustment color coding is very similar in color in the list view - would like for it to be changed to totally opposite colors
Guest over 1 year ago in  0

Add Check Number (known as "Reference" in Neos) as a column choice in the Value Screen

When reviewing the value screen notes there is not an option to add the check number (aka Reference) that paid an expense while in the list view. You must click into the value item to view the check number under the transaction section.
Guest over 1 year ago in  0

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...
Guest about 3 years ago in General 0

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.
Guest about 3 years ago in General 0

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases
Guest about 3 years ago in General 0

Neos - Ability to add Document Tags field to Records Request tab

The Document Tags field is very helpful, however it would be nice to see this field in other tabs such as Records Request tab (UD tab 2). Having the ability to add the Documents Tags field to other tabs can even increase the flexibility of the sof...
Guest about 3 years ago in  0

Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...
Guest about 3 years ago in General 1

Add Ability to Search By Anything on Case

Add ability to search by strings of numbers or other data on a case from the Search tab
Guest almost 5 years ago in General / Search 0

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...
Guest over 3 years ago in General 1