Ideas & Enhancements

11 Vote

Be able to go into the case from the case number on a calendar event without going into organizer view.

It is a lot of extra steps to go into a case to have to go into the organizer view to be able to click on the case number. It would be helpful if it was able to be click on from attendee view.

Created 06 Nov 16:13

1
4 Vote

Address Validation using USPS API

It would be extremely beneficial if Neos could integrate the USPS API for address validation, as this would help ensure the accuracy and completeness of addresses entered into the system. By leveraging the USPS's reliable and up-to-date address da...

Created 06 Nov 19:49

0
56 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 15:50

28
52 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

25
51 Vote

Ability to Click and Access any Checklist Item Displayed as Due on the user's Neos Calendar

While it is great having Checklist Due Dates push to the Neos calendar, it would be more efficient, helpful and useful if the entry was clickable to access the checklist item for updating the status, due date, etc. Currently, the checklist due dat...

Created 11 Oct 16:01

23
2 Vote

Messages - Add ability to filter by 'Sent To' and search keywords in the message text in list view

Currently you can only filter by Taken By, would like the ability to filter by 'Taken By' - we would like to be able to filter by 'Sent To' as well as keyword search message text in the list view

Created 04 Nov 13:59

0
1 Vote

Show events as "free" instead of "busy" when using case calendar feature.

When all day events get put on the outlook calendar from the neos case calendar, the entire day gets greyed out. It would be great to have the "Show as" section default to "free" instead of "busy" to save time for employees.

Created 06 Nov 21:47

0
1 Vote

Password Protect Certain Cases

The ability to password protect a specific case would be very helpful and a bit more user friendly than the case exception permissions.

Created 06 Nov 16:54

0
1 Vote

Customizable Calendar and Appointment Schedules

A-real-time-active schedule would be nice. Having the ability to change the status of a client's appointment (arrived, cancelled, resch, late, etc), that generates a notification to the assigned attorney; So they are aware their "2:10p, is running...

Created 04 Nov 16:16

2
138 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25