Currently having an =SUM in an Excel Document creates an error when generating a template from that document, even if the document does not source anything from the Neos file. Please fix it so it generates the document correctly. Support told me t...
Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.
Allow custom view/formatting for cases per person's own settings
Allow users to choose how to view their cases, including a main page where they decide what specific tabs/boxes they need to immediately see when they look at a case.
Go directly to the document, or billing, or whatever specific thing you are clicking on from a dashboard
I have a dashboard showing my billing entries, a dashboard showing documents received, etc. where it is clear that if I am clicking on that entry -- I either want to revise that specific time entry, or go to that specific document. There has never...
There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.
If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.
There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Bulk Action option to mark multiple items as N/A in the Checklist Summary
It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Add to staff settings a way to turn off notifications for Premium Texting
We have some staff assignments on case that do not need to see each text message coming through from clients. It would be beneficial to have an option to turn off those notifications per staff/user in their notifications settings in staff profiles...
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