Ideas & Enhancements
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Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.
Guest about 2 months ago in  0

Add a Group Special Permissions for access to making a case Dormant.

A lot of the time our team members make a decision on their own to make a case Dormant and we would like to be able to control who has the ability to put a case into the Dormant stage by adding a Group Special Permissions for access for it.
Guest 4 months ago in  0

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes
Guest 7 months ago in  0

Ability to tag delivery receipts and read receipts from Outlook to Neos

Delivery receipts and read receipts are important to a case for proof of service and need to be able to be saved to a case.
Guest 11 months ago in  1

Add a printer friendly option to print primary checklist

Would like to print out the primary checklist in tree view so that we can share it with our team and discuss what might need to be added
Guest almost 3 years ago in Checklist 1

Ability to add court documents to Litigation Docs tab

It would be more efficient if you could add the court documents to the lit docs tab instead of only on the case docs tab. Sometimes with the all records, bills, correspondence, etc they get lost on that tab and its harder to review through them ev...
Guest 4 months ago in  0

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...
Guest 8 months ago in  0

Email Tagging by Date and Time of Email, not time of tag

Currently, when you tag an email, it imports the information into NEOS based upon the date and time you tag the email. With multiple emails often coming in at all hours, it would be best to have the tag read from the email header and tag based upo...
Guest over 3 years ago in Integrations 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 2 months 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 2 months ago in  0