Ideas & Enhancements
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Case Calendar Tab view and printing

it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
Guest over 1 year ago in  2

Begin Providing Support for Word Desktop App Again

Neos did away with support for the Word desktop app. For a while, we were still able to use it, but now it's gone completely. This is problematic for power users and advanced Word functions due to the need to switch views when online and other lim...
Guest 10 months ago in  1

Please add capability to attach files or links to calendar events. It would be incredibly helpful to keep our calendars efficient.

No description provided
Guest about 1 year ago in  2

A new layout manager field that acts as a note/static text.

In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
Guest about 1 year ago in  1

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

No description provided
Guest about 3 years ago in  1

Are their plans to bring back the Quality Assurance aka CRM tab capabilities?

From time to time our firm plays around with the idea of bringing back the Quality Assurance or CRM tab capabilities it seems to me that this could easily a module like the intake solution in order to help Neo's customers have a better understandi...
Guest over 1 year ago in  0

Allow the organizer to be removed from the attendees list on any event

This will allow the firm to keep track of who specifically organized the event even if they are not actually attending the event.
Guest about 2 months ago in  0

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...
Guest about 3 years ago in General 1 Already exists

Ask to SAVE

Instead of asking if we want to LEAVE a screen, just ask if we want to SAVE so we can say, "YES" and move on.
Guest over 1 year ago in  2

Ability to change font size

No description provided
Guest about 5 years ago in General 3 Unlikely to implement