Ideas & Enhancements
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Create a way to deactivate notifications

When I receive interal Neos messages, the message icon has a blue circle with the number of unread messages. I also receive a notification. This is duplicative, but I can't turn off notifications for messages. Please make a way for the separate, u...
Guest about 2 years ago in  2

Mass Email to Counsel Tab

With e-service agreements becoming more and more common, we should be able to generate a mass email to all persons on the counsel tab (attorneys and staff).
Guest over 2 years ago in  0

Email Templates Expanded to Neos Cases vs. Just Intake Pro

Can the email templates functionality be expanded to regular Neos cases made?
Guest over 2 years ago in  2

Have the Zip-Plus-Four field search

When entering a zip-plus-four, it should search for the zip code the same as if you only put in the first 5 digit zip.
Guest over 2 years ago in  1

Allow file rename when saving from email via tagging

We should be able to rename email attachments (i.e., "save as") when tagging the email to the file. Sometimes these are named badly or do not conform with our own system. Having a "save as" field would save double-work of having to go back in the ...
Guest over 2 years ago in  0

Neos: Please make default fields removable and such as "more info" on the case tab.

Some users have suggested that we make default fields removable and have options what to do with standard fields.
Guest over 2 years ago in  2

Neos - Add ability to copy Import Intake mappings for other case types

When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).
Guest over 2 years ago in  0

Provider Usage Listing Criteria - Select All Option

When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...
Guest over 2 years ago in  0

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Guest over 2 years ago in  0

User would like to be able to change the default email in the online accounts in a provider card

Currently in Neos, the email address in an online account that is added to a Party/Provider is marked as the default. There should be a function to make any email address online account a default like there is for address.
Guest over 2 years ago in  0