Ideas & Enhancements
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add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.
Guest almost 5 years ago in General 0

Remove the conflict check on phone types, specifically for "Mobile"

You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...
Guest almost 5 years ago in General 0

Neos - Add Deafult Packaged Mini-Directory, and Drop Down to WC, and PI case types.

Add ICD codes as a premade mini-directory, and a predefined drop down field for user defined tab sections inside of the WC, and PI case type, this drop down should allow text searching, and multi-selection. These codes are used to specify the typ...
Guest over 3 years ago in General 1

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...
Guest about 5 years ago in General / Search 1

Neos: Multiselect documents from new folder view

When viewing the list view in case docs you have the ability to multi-select documents to send to email. However, when viewing the folder view you only have the ability to send 1 file to an email at a time. It's not convenient to have this setup b...
Guest over 3 years ago in  0

Neos: Keep consistency in tags for prefixes

When generating a case document, the Full Name tag for a party includes the prefix. It is denoted in the tag itself that should only be First and Last Name and would like this to be just that. The prefix is not necessary and, if needed, the prefix...
Guest over 3 years ago in  0

iManage Integration

No description provided
Guest about 5 years ago in  0 Planning to Implement

When resetting a password, do not have a "Save was successful" if the password doesn't fit the requirements

When changing a password, if the new password doesn't fit the requirements (8 characters minimum, at least one capital letter, at least one lowercase letter, and at least one number) the "save was successful" notification still appears even if the...
Guest over 3 years ago in  1

Using Text Boxes in Word for Templates

When using the Word add-in, putting in all of the prompt/merges I need Neos to read from to merge properly messes with the look/format of my Word Doc. If I could use a text box to insert the prompts, my document formatting would remain clean.
Guest over 1 year ago in  0

Template Creation - Allow Merge Templates to be created from an existing one

Ability to create a second template (merge document) from an existing one to eliminate having to re-enter same tags to create a second.
Guest over 3 years ago in General 0