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...
Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)
Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...
Along with having the ability from the Documents tab to Sending Email to staff assigned to the case, it would be nice to have a system wide mini directory for email groups that would show under the Documents tab to Sending Email drop-down for ever...
It would be nice to have a USPS Address verification integration that would show a green check or some type of address verified logo. Here is the link to one of the USPS API tools https://www.usps.com/business/web-tools-apis/
Add a button when opening or previewing a message that would open a reply window and, when that reply is sent, automatically delete the message from your inbox.
Normally, pressing tab brings the cursor from text box to text box (and for the most part, this is still true). However, after you enter in name for the "To:" section in an outgoing message, pressing tab/enter just deletes the name you just put in...
Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
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