Ideas & Enhancements
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Neos - DTF Toggle Settings

The DTF Toggle, Would like there to be a way to select the default setting per user for the toggle to be on or off so that when transactions are added DTFs are not mistakenly made.
Guest almost 3 years ago in  1

Update Multiple Cases permission should not be tied to Bulk Edit

The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...
Guest almost 2 years ago in  0

New Tag for Total Sums of Value Items

For documents where I do not need a table, but simply the sum total, a tag does not currently exist for having the sum total of a value code, such as the DTF or SUBRO items. Having a tag option for the sum total of a code would be very beneficial ...
Guest 11 months ago in  0

Work Product Identification

A checkbox on documents to easily identify them as attorney work product. Ideally, this would also prevent the document from being emailed out of your firm without certain permissions.
Guest 4 months ago in  1

Neos: Template list - add a column to show Last Merge Date

This will help us see which templates are no longer being used so we can deactivate and keep our template list up-to-date and accurate.
Guest 4 months ago in  0

Neos: Filter in the Outlook Add-in to limit by Open Cases Only or List by Date Opened newest to oldest or by staff assigned

This is very helpful if you have someone with a very common name that garners a lot of results when you search by name.
Guest about 1 year ago in  0

Provider "card" should allow printing

A print icon should be added to the Provider card so it can be printed
Guest almost 2 years ago in  0

Outlook Tagging to Neos - Ability to see which cases are companion cases

A feature that allows users to see the companion case group a case belongs to will help users identify the cases, especially those with clients who have multiple cases, without having to memorize the case number when tagging emails from the Outloo...
Guest about 3 years ago in General 0

Increase Check # Field Character Limit in QuickBooks Integrator

I was getting a "String too long" error on the QuickBooks Integrator for one of my deposits. After a bit of testing, it seems that the Check # field can only go up to 11 characters. Is it possible to increase how long I can make the check number?
Guest 7 months ago in  0

Users should be able to access all emails associated with a provider from within the Conacts tab of a case.

A client has voiced the desire to be able to send an email to all associated emails of a provider from within the case contacts tab. As it stands now, a user will be redirected out to the Provider card/Address book and then can only select one ema...
Guest about 1 year ago in  0