Ideas & Enhancements
ADD A NEW IDEA

FILTER BY CATEGORY

All ideas

Showing 2317 of 2317

Neos Outlook Add-in topic filter as we type

When we attempt to tag an email to a case the topic detail currently does not allow for filtering while we are typing. This causes a ton of scrolling to try and find the topic that best fits the content of the email. All we would like is for the l...
Guest 11 months ago in  0

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...
Guest over 2 years ago in Integrations 5

More Details on Calendar Item

It would be nice if you could get more information at a glance from the calendar items, especially on mobile. At the moment, in order to see the notes on a calendar item, you have to open the edit section of the calendar item.
Guest over 3 years ago in General 3 Future consideration

Communications Center add new call case/intake field

Only the CLIENT is linked to the associated “Case/Intake” field, i.e. we are only able to log phone calls from clients but no one else associated with a case due to the Case/Intake being a required field and the field not being a manually fillable...
Guest 4 months ago in  0

Calendar Colors with Needles and Outlook

Our Outlook calendar is color coded for attorneys. It would be helpful to have that show through needles instead of all appointment being in the same color or labeled as busy, free time, etc.
Guest almost 3 years ago in  1

AUTO REFRESH ON CHECKLIST AS WELL AS BEING ABLE TO SET THE CHECK LIST ITEMS ASSOCIATED WITH EACH STAGE THE CASE IS IN WITHOUT HAVING TO FILTER

When a case is pushed into being a new case the first phase/class should show up with just the check list items associated with the first phase/class without having to filter and hit open. It should be preset and then if someone wished to filter f...
Guest 27 days ago in  0

Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.

It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.
Guest 2 months ago in  1

Client address needs to be placed higher up on the party tab

The client's mailing address is used most often out of all the contact information on the party tab. Therefore, it's most logical to place the address above phones and emails.
Guest 5 months ago in  1

Bates Stamp in Neos

The Bates Stamp feature in Adobe/ Neos needs to match the Adobe desktop version and not require all of the fields given. Our firm likes the Bates to be short (usually the client's last name) and Neos requires text, prefix and suffix to be used whi...
Guest 4 months ago in  0

QuickBooks Integrator - Add customization for the order of how info is placed in the Memo Field on checks

Add the ability for users to change what order the memo field info is placed in the memo field in checks within the Neos Integrator. Currently the memo field fills in as Neos memo field info/case #/ Name and does not allow the user to change how o...
Guest 14 days ago in  0