Ideas & Enhancements
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Enter button will search instead of having to click on the search button

When entering a name in the search field, would be great to have the enter key work for the search vs having to use the darn mouse
Guest over 4 years ago in General / Search 0 Already exists

Neos: Ability to nest document attachments under their lead document.

Especially helpful for discovery that had document production or pleadings and motions with attendant exhibits.
Guest over 3 years ago in General 2 Already exists

Neos - Case Special Note Header - add 'Undo' option if 'Clear' is selected

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.
Guest over 3 years ago in General 1 Already exists

Email and Text templates

We need these. Saves time and money. Instead of letters, emails and texts
Guest about 3 years ago in Document Generation 1 Already exists

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest over 3 years ago in General 0 Already exists

Add party role to search fly out menu

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest almost 4 years ago in Search 0 Already exists

Neos: Certificate of Service Paragraph should include email

The Certificate of service is a very important part of document creation. Each and every document that is filed with the court or served on a party must have the certificate of service. This cuts across ALL jurisdiction.
Guest over 1 year ago in  2 Already exists

Additional Address types for providers

Currently, "Business" and "Home" are the only address type options for providers. Many have multiple locations, separate billing addresses, etc. I couldn't find a mini directory that would allow adding new items. Can you make this possible? thanks!
Guest over 2 years ago in  2 Already exists

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order
Guest about 3 years ago in General 0 Already exists

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports

Cloud User would like to be able to select multiple value code from subtotals instead of going in to reports. When they go in to value tab and click subtotals their is not select feature.
Guest over 3 years ago in General 2 Already exists