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Make single- and double-clicking consistent within Neos

Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...
Guest 2 months ago in  0

You should be able to pull document templates while an intake is still listed as a Lead.

Correspondence gets sent to intakes to follow-up on paperwork and a case for this person is typically not opened until the client signs a retainer/ Power of Attorney. However, the way Neos currently operates, you have to make a Lead into an open a...
Guest 12 days ago in  0

Can we add a button in the Companion Cases tab that opens all the companions up at once instead of needing to click each individual companion to open them?

No description provided
Guest about 1 month ago in  0

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.
Guest 2 months ago in  0

Auto Save Notes

Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.
Guest about 2 months ago in  2

PDF Editor - Allow users to make redactions

Users would like to be able to make redactions on PDF documents with the Editor.
Guest 2 months ago in  0

PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...
Guest 2 months ago in  2

Cloud - Have post & send button in Outlook the same button

When sending an email in Outlook, you currently have to tag the email separately from sending the email. Would like to have the option, like in older versions, where you can just post & send email in Outlook and attach to the case.
Guest over 2 years ago in  12 Planning to Implement

Case searches should default to open cases - not closed (Neos)

When searching cases, please make it default to open cases or provide a way to filter out closed cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and then having to go back and delete them a...
Guest 6 months ago in  1

Have cancelled or rescheduled calendar entries removed from the calendar screen, or marked as cancelled or rescheduled?

This would be beneficial for users, because they could clearly see if a calendar event is cancelled or rescheduled.
Guest about 2 years ago in General 1 Future consideration