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Ideas & Enhancements
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Ability to toggle tiles on/off from Neos Today

The ability to toggle tiles on and off would be useful to firms who do not use certain features such as messages often.
Guest about 2 years ago in  0 Shipped

Email a checklist item once set

An attorney or supervisor can create a checklist item when reviewing a file for the assistant/paralegal and once the task is set they would be able to email that task directly out (like a note).
Guest over 3 years ago in Checklist 2 Shipped

Ability to default calendar to a group

Currently the global calendar defaults to the user logged in, but would be nice to be able to change the default to be a staff group instead.
Guest over 3 years ago in  5 Shipped

Add a "Select All" option to Case Docs Tab

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.
Guest over 3 years ago in General 3 Shipped

More Robust Intakes

Intakes are not nearly robust enough to fill the function that they were intended to fill. They need a checklist, a note tab, and so many other things that they should be set up exactly like cases. Intakes can live as intakes and be worked as inta...
Guest about 4 years ago in General 5 Shipped

Neos - Add Provider Address & Phone number back to Value tab

In N4 the provider address and phone number would be listed under provider name on the Value tab, it is no longer there. Would be really helpful to ahve it back
Guest about 3 years ago in General 1 Shipped

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.
Guest over 3 years ago in General 1 Shipped

Create checks in bulk from the value tab

The user wanted to be able to create mutiple checks from the value tab rather than going through one by one to make a check out of it. It can be used for DTF since it needs to push the check to QB integrator but need to be able to do all DTF at once.
Guest over 3 years ago in General 2 Shipped

Check request debit account default

As an accountant I believe it would be beneficial to be able to set your check request debit account to a default account to ensure when the check request is done by someone other than the accountant it goes to the correct account. This feature wa...
Guest about 3 years ago in General 0 Shipped

Word Templates Add In for Mac Users

Currently there is no add -in for Mac users to code their own templates.
Guest over 3 years ago in General 2 Shipped