Ideas & Enhancements
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Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.
Guest 10 months ago in  10

Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.

It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
Guest 10 months ago in  1

Show full name of contacts consistently across contact cards, cases, views

When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.
Guest 10 months ago in  1

Receive notifications when a task is assigned and completed and have the ability to mark it priority

No description provided
Guest 10 months ago in  0

The ability to run reports for the checklist by the individual who assigned the task for the particular person the task is assigned to

No description provided
Guest 10 months ago in  0

Merge information to a pleading, correspondence, discovery responses, demands based upon the data entry already in neos.

In this manner, the user does not have to enter information into an authorization every time one is needed. Additionally, prepare correspondence with the recipient names and address and user's signature on document and/or discovery. Being able to ...
Guest 10 months ago in  0

Neos/Sharpoint sub-folders

For years our firm linked Neos cases to sub-files in SharePoint. With the new update, this feature has stopped working and it is disrupting the normal work-flow. Any method suggested as a supplement (such as companion cases) would require us to de...
Guest 10 months ago in  1

Make the Global Menu Bars (Main menu left & Top menu Search) the same darker color

This would be helpful for users to easily distinguish the Global menus available in any screen in Neos.
Guest 10 months ago in  0

Certificate of Service Information Should be Selectable

I envision when setting up the certificate of service for the firm that, you can select what is included with checkboxes. For instance: _____________________________________ Check the items below to include in your Certificate of Service Paragraph...
Guest 10 months ago in  0

Include the Subtotal of items selected for processing from the list view in the value tab.

The subtotal of value items should automatically be calculated and displayed when multiple items are selected to add transactions such as to request checks. Sometimes there could be dozens of checks and the total needs to be displayed so staff can...
Guest 10 months ago in  0 Planning to Implement