Ideas & Enhancements
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Neos Special Note: Allow default text

We have a template that we add to the Special Note for every single case. It would be nice to have the ability to set that by default so that every time a new case is opened, the text is already there.
Guest 9 months ago in  0

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Guest over 1 year ago in  1

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

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

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

Add ability to duplicate a list tab entry within a case

Help to more efficiently enter data in a List/Entry User definted tab. We use one to track discovery demands and frequently many of the fields are identical (i.e. party serving, date served, date response due, status, etc.), so it would be helpful...
Guest 2 months 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

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

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