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Certificate of Service Information Should be Selectable

I envision when setting up the certificate of service for the firm that, you can select what is included with checkboxes. For instance: _____________________________________ Check the items below to include in your Certificate of Service Paragraph...
Guest 10 months ago in  0

Import and Merge New Fields To Existing Providers

It would be nice to be able to import a CSV and have it update information to current providers. Example: Add in missing salutations or company names.
Guest 10 months ago in  0

Button to Associate Contacts with Case through Address Book or Related Contacts

Since you can access Related Contacts in a case, it makes the Case Contacts partially redundant. However, without that tab, there is no way to add contacts to a case. There should be either a way to relate additional contacts to the case through t...
Guest 10 months ago in  0

Change Received From field in exported QuickBooks items

When exporting items from the Neos Integrator to QuickBooks, the listed party on the items always matches the primary party from the Neos Case. Once imported into QuickBooks, these transactions list as having been "Received From" this primary part...
Guest 10 months ago in  0

Change default attachment format when emailing in Neos to "Link" (from PDF)

When emailing a document in Neos, the current default is to email it as a PDF. 95% of the time, I am having to change it to Link (which, I think, used to be the default). Often, I forget to do this, and have to resend emails with the proper link. ...
Guest 10 months ago in  0

Gender Selection in Party Tab

Can we just eliminate this altogether? In this day and age, it's probably best to address client letters without a prefix at all. "Dear John Smith" or "Dear Mary Smith" is really all you need. If the prefix isn't selected in the name details on th...
Guest 11 months ago in  0

Bring back prior Party tab layout

For some reason someone decided it was a good plan to change the layout of the party tab in last nights update. WHY?? It was perfect before. Please change it back!
Guest 11 months ago in  0

Mentions in provider notes should work same as case notes

Our firm would use this a lot for pricing out vendors like court reporting agencies and other administrative work where we are communicating inside the office on updates and info gathered relating to providers or contacts NOT specific to a case. I...
Guest 11 months ago in  0

Adding Additional Staff to Advance Searches

RIght now I cannot add "Intake Atty" to my advanced searches. It was recommended that I submit an idea to the portal to ask that this be added as a feature. Reference ticket#200434
Guest 11 months ago in  0

Notifications on Needles after a checklist is marked done.

Notifications on Needles screen after a checklist is marked done for a case you are assigned to (as LA or Atty). That way, you know that something is do for that case.
Guest 11 months ago in  0