Ideas & Enhancements
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Neos - Report List - Add a column to show the Category of the Report

If you have many categories, it will be easier to locate the report or set category permissions if we can see the category in the list.
Guest 8 months ago in  0

Automatic Scheduled Text

This would be helpful
Guest 8 months ago in  0

Make Calls Logs Sync Instantly (otherwise ring central is pointless) also an automatic message note which shows up and voice mail storage

It takes 2 hours for ring central call log to sync with NEO instead of instantly. For those of us who handle alot of PI calls this defeats the entire purpose because by time the calls syncs we dont remember who called or what the call is a back. A...
Guest 8 months ago in  0

Make call logs sync automatically

Sometimes firms will get phone calls from medical providers or other law firms to which the call log for ring central will not attach it automatically to a case since its not going to end up being a saved number attached to a party.
Guest 8 months ago in  0

PLACES TO VISIT IN GERMANY FOR EXPLORING AND DOING MORE

The capital city boasts Places to visit in Germany iconic landmarks like the Brandenburg Gate and the Berlin Wall.
Guest 9 months ago in  0

When copy and pasting an Excel Spreadsheet into the notes, what was copied shows vertically instead of remaining in column form when saved.

It would still be in the spreadsheet form, and we wouldn't have to figure out which column header goes with what information without having to open up the spreadsheet.
Guest 9 months ago in  0

Settlement view in Value tab shows CASEEXP as being disbursed out of settlement

see the attached screenshots demonstrating this in a simple example I have 1 settlement entered for $100,000.00 and I have 1 case expense entered for $10.00. As soon as I add a transaction to show the case expense as being paid to the provider and...
Guest 9 months ago in  0

View case associations for contact in Contact detail view.

It would be helpful to view all the associated Cases for a Contact in the Contact detail view. Currently if you are in a contact preview in the address book you can view associated cases, but you can not view associated cases in the Contact detail...
Guest 9 months ago in  0

Remove dead SharePoint links

We work inside Neos for document management, but occasionally a Neos-linked file will be deleted on the SharePoint/OneDrive side. This creates a dead link to that file ("missing" file). The prompt when a dead link is clicked is to attempt to locat...
Guest 9 months ago in  0

Edit Phone Number & Email Type Lists

We should be able to add additional standard categories for phone numbers and emails. We need options like Medical Records or Records Fax, and we should be able to label the email addresses since we add the fax numbers in the email section because...
Guest 9 months ago in  0