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Ideas & Enhancements

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Batch print

We need to be able to batch print from Neos. Maybe I am missing something, but we should be able to print numerous documents from the case docs screen once generated and bulk print either by opening them up in Sharepoint or allowing open in Word a...
Guest over 1 year ago in  2 Planning to Implement

Neos - Printing Notes directly from tab

User would like to print selected (single/multiple) notes to print.
Guest over 3 years ago in General 5 Already exists

Adding the ability to Print or export to PDF to every screen

There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
Guest over 1 year ago in  3

Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.
Guest over 1 year ago in  5

Single Spacing in Notes Tab

As of now, the spacing in Notes is double-spaced. It is more beneficial to have notes single spaced so it's easier to read and doesn't look like multiple rows/paragraphs.
Guest almost 3 years ago in General 2 Future consideration

Color Code Staff in Dashboard Tiles

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...
Guest about 3 years ago in General 17

Adding another staff assigned on Case Ribbon

We have an attorney and a paralegal assigned to each case. We would like to see at the top of our case ribbon all staff that is assigned to the case.
Guest over 3 years ago in  4 Already exists

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...
Guest 3 months ago in  6

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...
Guest over 1 year ago in Checklist 2

Neos: Notes column in case docs tab

Currently in Neos, there is not an option to view notes from either the note flyout menu or as a column for the grid on the case docs tab like there was on Needles. This was extremely helpful to see as a column without having to view the detail view.
Guest about 3 years ago in  7 Already exists