Ideas & Enhancements
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Close calendar events for closed cases

Currently, calendar events stays open after a case has been closed. This results in getting notifications of these events of closed cases and there can be (MANY) of these remaining. A feature that would implement this or make it an option would be...
Guest over 2 years ago in Calendar 3

Sort Search Results

It would be helpful to be able to sort search results. It would also be nice to be able to choose how they sort, not just alphabetical.
Guest 11 months ago in  0

edit attachment names in Outlook add-in

The Outlook add-in needs the ability to re-name the attachments. It's much less efficient to tag an attachment to a case and then have to go in to the case and re-name the attachment.
Guest about 1 year ago in  1

Ability to keep the Neos Tag Email Add-in pinned to Inbox without disappearing

The Group Action Neos Tag Email can be pinned to always show as a side display in Outlook, but when you move between Outlook folders (inbox/sent, etc.), the pinned "tag email" display goes blank and you have to exit and select Neos Group Actions a...
Guest 8 months ago in  0

Column sorting in Case Docs - Folder View

Documents cannot be sorted by ANY column when using the folder view in case docs tab. You have to use the list view, then also filter by the category. Folder contents should be able to be sorted, especially by date, as that would almost give a doc...
Guest almost 3 years ago in  0 Unlikely to implement

Ability to text anyone in case contacts

I tried to send a text message to my client's mother, and it wouldn't let me. I was told by tech support this was because she's not a party and not a provider. It would be nice to be able to text anyone in our case contacts list.
Guest 11 months ago in  1

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...
Guest over 3 years ago in  17 Future consideration

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case

Ability to program multiple task codes to auto generate "remind me" emails and/or NEOS notification to all staff members assigned to a case in the case tab.
Guest about 1 year ago in  2

Ability to Choose the Default Opening Tab Per Case

Rather than a case opening at the "Party" tab, have it default to open at the "Case Docs" tab or any other tab we prefer. Even if it's set to per case type. Just the ability for more personalization.
Guest 6 months ago in  0

Be able to edit note of tagged email

It seems after a recent update I can no longer edit a note of a tagged email. It is important to be able to add a comment on a tagged email. I like to put the email in context and then have the email copied below in the same note, which was possib...
Guest about 2 years ago in  13