Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2712 of 2712

Ability to Update Status to N/A, Blank, Delete the Checklist Item from Main View

Just like the other boxes lets me select options without having to open item (Example when reassigning a staff), it would be helpful if the status also allows that (not having to click, open and then click More Actions and then updating status). T...
Guest 6 months ago in  0

Value tab slider added for lien/collection

Same option as DTF when adding transaction to value tab. So it clears out expense and add a separate one to DTF, but instead it adds to lien/collection
Guest over 1 year ago in  3

address block to copy paste to letters and envelopes

I just need a button to push that will put the address block on my clipboard so I can paste it into a document or email. yes we have templates set up with address blocks for letters and correspondence, but oftentimes you just need to copy and past...
Guest 10 months ago in  0

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.
Guest almost 4 years ago in General 5 Already exists

PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...
Guest almost 2 years ago in  4

Problem when entering a new Party or Provider into Neos: When entering an address for a party, if there is no zip code extension, Neos auto-fills the City, State, County and Country, which is great. However, if there is a zip code extension, Neos erases the auto-filled City, State, County and Country. Please fix this, because having the auto-fill info is helpful.

No description provided
Guest 10 months ago in  1

Ability for Neos to actually fix their bugs

I encounter a bug in Neos probably every single day. I think that is a sentiment that is felt throughout my firm. We used to send tickets into Neos all the time. The process usually requires multiple phone calls, screen sharing, etc., and is simpl...
Guest about 1 year ago in  4

Editable Dates on Emails Tagged from Outlook

The "date" field on Notes that are emails tagged from Outlook is locked and cannot be edited. This is currently intended however being able to edit that field in Neos would be of great use to firms for sake of organizing notes according to the act...
Guest about 1 year ago in  3

Add the list of Permission Groups on Settings > Staff > Staff Profiles > Permissions screen

It would be helpful to have the list of Permission Groups that the staff profile belongs to on Settings > Staff > Staff Profiles > Permissions screen for troubleshooting conflicting Permission. below the profile name so when toggling betw...
Guest over 1 year ago in  1

Marked redactions editable by other users

Currently, sections marked for redaction can only be removed by the user that marked them (before they are finalized.) We would like for other users to be able to remove those items marked for redaction. A paralegal may go through and mark section...
Guest over 1 year ago in  3