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Ideas & Enhancements

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Ability to "Add" a new record under each Value Tab main category

Add the "Add" action button under each section on the Value tab? In other words, have "Add" next to Recovery, Deduct and retain to pay, and Deduct and retain to pay to others
Guest over 3 years ago in  0

NEOS - Address Info Box Column Modification

Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.
Guest over 3 years ago in General 0

Neos - Rename category and type they do not make common sense

Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...
Guest over 3 years ago in General 0

Click into case from Neos Message

When previewing a message there is no way to quickly navigate to the case that the message is attached to. Please make the case # an active link to the case itself. Right now you have to double click on the message, open it in full screen, which i...
Guest over 3 years ago in  0

Neos - Email Docs other than PDFS

Would like to be able to e-mail any doc in the case docs tab as an attachment, not just PDFs.
Guest over 3 years ago in General 0

Text Messaging reminders for staff calendar entries

Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.
Guest over 3 years ago in General 1

Neos: Allow Parties to Have More Than One Role

Firms are unable to select additional for parties in cases.
Guest over 3 years ago in General 0

Add Additional details to complete QuickBooks SDK Integration

Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Guest over 3 years ago in Accounting Integrations / General 0

Neos - Add Filter Row to all Drop Downs

Add a filter bar to all dropdowns in the system (standard and user defined fields) This makes it easier to find the option you are looking for if the list is very long. One place this is available is when choosing a case type in Intakes - this is ...
Guest over 3 years ago in General 0

Cloud Settings - Integrations listing should be in alphabetic order

The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.
Guest over 3 years ago in Integrations 0