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Ideas & Enhancements

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Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!
Guest 5 months ago in  4

Neos: Value Tab Layout. Prevent resizing of the column widths

Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
Guest 7 months ago in  5

Post Client Costs with using quickbooks online

It would be nice to post client costs to each case without QuickBooks online.
Guest 17 days ago in  0

ability to open email in outlook without pre-populating an email address

I appreciate the new email features, however, I would like the ability to either populate a custom value email address or bypass this field and open in Outlook to then email to someone not affiliated with the case contacts, such as a coworker or m...
Guest 8 months ago in  6

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest over 1 year ago in Companion Cases 23

Auto-refresh of the Neos Today Checklist

It would be useful if the Neos Today Checklist auto-refreshed after a checklist item has been edited instead of having to manually having to refresh.
Guest almost 2 years ago in Checklist 14

Communication Center>Texting - Add an option to search the Last Reply field (text content)

No description provided
Guest 19 days ago in  0

new notification

The attorneys to get a new notification every time a new case is put into their name.
Guest about 1 month ago in  0

Please add the Stamp Feature in the pdf editor

Please add the stamp feature in the pdf editor like it is in the Adobe Acrobat DC version. See picture below.
Guest 2 months ago in  3

Neos: Email Tagging - Also show if the attachments were tagged to the case

While in Outlook, you can see what case an email was tagged to, but it would be better if we could also see that the attachments were tagged to the case.
Guest 2 months ago in  1