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Ideas & Enhancements


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open pdf in native program

We can do this for word now, but not PDF.
Guest 3 days ago in  0

Bring back GROUP in the value tab.

Bring back GROUP before we have to change software. This makes our work 10 times harder.
Guest 2 months ago in  3

adding "notify staff member" option when checklist item is completed/marked done

If there could be a way that under the checklist details, there is an option to notify a staff member, or multiple members, when an item is marked done. this would be especially helpful when one gets assigned a TDO and the assigning member needs t...
Guest 18 days ago in  0

To have staff emails auto populate in the drop down along with the parties email in the case notes section

To be able to select staff email in the drop down in notes, instead of manually inputting email every time
Guest 9 days ago in  0

Settlement View Value Tab

Guest 2 months ago in  3

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Guest 3 months ago in  5

Address Book Search Enhancement

Please add the ability to search the address book by zip code. This is especially helpful when searching providers that may be nearby for a client. We have the zip code ability in the main search, but having that ability in a list view will be muc...
Guest 4 days ago in  0

document count

can we have a document count for each of the topics? When importing a large number of documents, it is helpful to have a document count as a double-check to ensure that all were uploaded to NEOS. Thanks!
Guest 4 days ago in  0

When using the PDF Editor to add the user's signature to a PDF, the user must re-upload his or her signature for each document.

Within the PDF Editor, when a User has "uploaded" their signature to a PDF editor within a case, it should remain available for all PDFs accessed via the PDF Editor in the case's case docs. It is very misleading, as there is a drop-down arrow next...
Guest 10 days ago in  0

View more of the messages on the messages screen. The text should wrap around like in an excel document.

Firms would be able to view more messages at one time rather than clicking on the message.
Guest 11 days ago in  0