Skip to Main Content
Ideas & Enhancements

All ideas

Showing 2675 of 2675

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest about 1 year ago in  8

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.
Guest about 2 months ago in  2

Option to select "type" when creating a note from the value tab.

In value tab, you can create a note. It gives the option for selecting a topic, but it does not give an option to select type. This leads to more work forcing the user to return to the notes tab to add a type to the note they created.
Guest 4 months ago in  2

Neos should allow us to add more than one signature with DocuSign Integration

Currently, we need to go directly through Docusign to add more than one signature in a document. It would be wonderful if we could automatically do this directly from Neos. This would save the firm so much time, and just be simpler. We sometimes n...
Guest 10 days ago in  0

Tagging to Companion Cases

Add the ability to tag an email to all of the companion cases at one time with one click.
Guest almost 2 years ago in Companion Cases 23

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided
Guest 5 months ago in  2

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...
Guest about 1 month ago in  0

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 9 months ago in  5

Signify e-mail tagged by another User on Outlook

It would be amazing if we could see that an e-mail has been tagged to Neos by another user on the e-mail.
Guest 5 months ago in  1

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 10 months ago in  6