Ideas & Enhancements
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Cannot open in Outlook without entering a recipient.

After 6/29 update, Neos requires a recipient to be entered into the field for the user to open the email in Outlook. This was not the case prior to today. This is considered worse because of the stored emails. Outlook has more stored emails than w...
Guest 10 months ago in  2

"Add Note" feature for Providers

The "Add Note" feature would be very useful if added to Providers and not just "cases." Especially with lack of ability to search "user-defined" fields in Provider Advanced Search. It would be nice to easily have notes on a provider such as: "Only...
Guest about 2 years ago in Provider Tab 1

Ability to use PDF Editor of Choice

PDFs have become a huge part of law firm workflow. Not just reading and printing, but editing them (i.e. bates numbering, redacting, etc.). There are many other PDFs editors on the market beyond Acrobat, and since Neos forces us to use Sharepoint ...
Guest over 1 year ago in  1

Group Permissions

It would be nice to have the Enable option to work horizontally. An example would be when you are in a section that every other Permission needs to be toggled to enable you could do that horizontally first and then vertically to stop the ability t...
Guest over 1 year ago in  0

NEOS Texting- 1. Need ability to "Send" photos/media and 2. Need ability to forward calls made to the text number to main office line.

New text feature is great. Suggest, adding two-way media texting. (ability to drag and drop a single image/doc to text to client). Currently only the inbound texter can send images. 2. Some people when texting have a question then decide to try ca...
Guest about 1 year ago in  2

Please unscramble the provider name when you click copy name and address as it is pasting the name backwards

It would be efficient for this to be corrected as I use this feature for doing my job. This use to work correctly now since update it has not worked.
Guest over 1 year ago in  3

Fix space issue in documents when a client does not have a middle name

When creating documents there is a space between first and last name, if the client does not have a middle name. Is it possible to create a box you can click so if the client does not have a middle name it will be spaced evenly when creating docum...
Guest about 1 month ago in  0

Show the client's middle name in searches

We have several clients that have the same name and multiple files. It would be helpful if the middle name would also show up on searches, as most of us do not know the Needles # of each client without looking up their file or having it directly n...
Guest about 1 month ago in  0

Unable to edit text fields of a received scanned PDF document using PDF Editor.

Currently we are unable to in line edit text in scanned PDF's. Very frequently law firms get scanned PDFs from different sources that from time to time need to be edited but currently PDF editor is unable to this. Would be massively helpful to be ...
Guest about 1 month ago in  0

Ability to Bulk Delete from Advanced Searches

You can bulk delete from everywhere else except Advanced Searches. I have had to individually delete over 2,000 items and it is very annoying and EXTREMELY TIME CONSUMING. I do not understand why Bulk Deleting isn't an option in Advanced Searches.
Guest about 1 month ago in  0