Ideas & Enhancements
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Disable Call Notifications

Call Notifications clog up the Notifications on Neos and potentially block more important ones. Users should be able to disable these Notifications.
Guest about 1 year ago in  0

DocuSign Intake Action

You should be able to access DocuSign through the Intake Action button. This would make it easier for an intake specilist to send a retainer package to a new lead.
Guest about 1 year ago in  0

Ability to Add New Users to Multiple Existing Calendar Events at Once.

It would be useful for adding a new user to existing events that they should be a part of. At the moment one must add them to each event individually which is most time consuming.
Guest about 1 year ago in  0

Neos: Add search option for phone extension number.

This will be helpful when trying to locate a specific adjuster when we cannot find them by name.
Guest about 1 year ago in  0

Make it easier to track credit card paid case expenses for bookkeepers/accountants

There is no easy way to mark a case expense paid via a firm credit card for tracking in Quickbooks and takes quite a bit of a work around in both NEOS and Quickbooks
Guest about 1 year ago in  0

Auto Tag Emails in the same Thread

Complete automation for same thread emails; can opt to post to additional cases if necessary after the fact
Guest about 1 year ago in  0

Batch tagging for emails

Able to tag emails en masse for one case; often get several emails in one day for one case during mediation/settlement negotiations/trial prep especially when multiple defendants
Guest about 1 year ago in  1

Linking multiple Sharepoint accounts to Neos or expanding the storage of one.

The 300k Item limit in Sharepoint is limiting to some firms who exceed that item count and additionally inhibits Adobe Acrobat usage. Either a larger Sharepoint option or the ability to link more than one Sharepoint would solve this issue.
Guest about 1 year ago in  1

Customization Links

Admins should have a link appearing on any customizable field that takes them to the setting that allows them to customize the field (example: case info field). This would be more intuitive and efficient instead of clicking around in the endless "...
Guest about 1 year ago in  0

Logging out when browser closed

Develop an add-in for supported browsers that log the program out when the browser is closed.
Guest about 1 year ago in  0