We need a color coding system for fast checking. I think that we could merge the current system with an updated color coding system by having a person's initials on the side, but then have the whole box change based on the activity. That way there...
Ability to send a text message to a provider that does not have a case entered
Before the most recent update, you could send a text message to a provider and that message would post to the notes in that provider. You can no longer send a text message at all to a provider unless they have a case entered to post the text messa...
PDF Editor - OCR'ing and ability to edit text in scanned documents
Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.
The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...
Neos Calendar - Ability to Change the Organizer of an Event, a Co-Organizer, or select a default Organizer firm-wide
Currently, we cannot change the organizer of an event. If a case is reassigned, the former staff cannot remove themselves from the event. I suggest the ability to add a co-organizer or be able to select a default Organizer, such as a non-staff cod...
Please allow the "Description Field" on invoices be the Timekeeper's description. Please allow the TIME billed date in the description field as well Currently your invoice is not what I as a client would want to see. I would need to know details o...
I'm befuddled as to why this isn't an option. I need to be able to print an intake sheet (export to PDF or at least a "printer-friendly" version) to send to other attorneys when we have a case to potentially refer. This happens daily. When I use t...
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