Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2695 of 2695

Neos Pro Workflow automation send email TO: Staff Role

In the Neos Pro Workflow automation sending emails option the TO: field should be able to email the Staff Roles. Also, these emails should get posted automatically to case notes?
Guest about 1 year ago in  0

Case Dates should automatically trigger a Calendar Entry

Most case dates require a duplicative entry to add it to the calendar as well. This should be an automatic option which would serve all firms. For example adding a trial date in case dates should automatically add a calendar entry for that trial date
Guest over 1 year ago in  1

Quickbooks Online Fixes

Some of the stuff with the Quickbooks Online and the Accounting Tab need fixed: Accounting Tab - should have a column for case name, not just case # Accounting Tab - when selecting multiple items to cut checks on - it should have a total so that w...
Guest almost 2 years ago in Accounting Integrations 0

Neos: Ability to print or export items from Sent Messages, to include the whole message

It would be very helpful to be able to print or export messages from the inbox (any folder) with the full contents of the message.
Guest over 1 year ago in  0

Update folder name in case and sharepoint when party name is updated

Currently, when updating the party name when a case is already created the folder name does not change. To keep it consistent it would be helpful to have the folder name in the case tab and in Sharepoint to update to the new name without the link ...
Guest almost 4 years ago in  0 Already exists

Attach Documents through the Outlook Addin

At the moment, the only way you can email documents from Neos is to create a brand new email. It would be nice for the addin to have a function to pull a document from a Neos case into an email. This would allow the ability to attach documents to ...
Guest over 3 years ago in Integrations 1

Email Subject Line

Allow firms to choose the subject line of their emails. When sending 1 document it takes on the case name and document number; when sending multiple, it only shows the number of documents.
Guest about 3 years ago in  0 In Development

Party/Case screens require a lot of scrolling for information

Every single screen you have to scroll miles to get to the information you want. In previous versions, you were able to see most everything you needed right when you opened the party or case screen. It would be nice to adjust the box sizes in the ...
Guest about 3 years ago in General 4

open email in Outlook get green notice email successfully sent

Please don't give me a green notice that email was successfully sent when I only opened the email in Outlook! It is a very panicky moment even though I believe it does not actually send it as far as I can tell.
Guest 10 months ago in  0

Add Category filter field in the Browse Documents Section

Currently there is no option to specifically filter by Category in the Browse Documents section of Neos as a whole. To clarify, there is the documents tab on any individual case wherein categories can be filtered by and there is the Browse Documen...
Guest 8 months ago in  0