Ideas & Enhancements
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Permissions groups should automatically change staff permissions to inherited automatically.

No point in putting staff into a permission group if you have to set the staff permissions to inherit. Would be a massive time saver if when you put a new staff member into a permission group it would immediately set them to inherit across the boa...
Guest 12 months ago in  1

Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...
Guest over 1 year ago in  0

change flyout list for "provider usage" to a new tab.

I am having to reconcile a provider's usage across several cases (and it's not a "replace provider" situation). I have to go back in to the provider and run the usage every time I leave to reconcile a matter file. Having the list open in a new tab...
Guest 3 months ago in  0

open communications center

This takes too long to enter call logs because there are to many required fields. delete direction the contact should fill the phone # automatically or remove this
Guest 12 months ago in  0

Neos - Party Tab - Add Case and Intake information when searching for a name

Currently, when i add a party to a case, I can search for a name, but I am not given information about the name, such as if they have any cases, what type of cases, role, or whether they are open or closed. This causes the potential for adding par...
Guest about 1 year ago in  1

Search function for note topics when tagging an email

For firms that have long lists of note topics it would be extremely hepful to search by term vs scrolling to find the topic.
Guest about 2 years ago in  0

search results in alphabetical order and only the spec your request

when searching a name, the results return any name with those letters in it. I would prefer the old needles way. The results are not in alphabetical order. Would like to be able to customize this program to our needs. Would like the option to see ...
Guest about 2 years ago in  0

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file
Guest about 4 years ago in General 2 Already exists

Be able to have the same category for all attachments being saved to neos from an outlook email

Sometimes I attach a lot of documents to an email. When I save them, I manually have to select the type/category for each document on the needles tab on the side of Outlook. A lot of times, all documents are the same type. It would be nice to be a...
Guest 12 months ago in  0

Add to provider contact card a button to show all clients who were sent to that facility

No description provided
Guest 12 months ago in  1