Ideas & Enhancements

1 Vote

Having multiple message threads started

I have noticed that if I start a message thread and have to leave that to start a new one on a completely different client, I lose all my information, notes and data from the previous one that was started. It does not matter if I have already fill...

Created 02 Apr 20:12

0
1 Vote

Support for Custom Email Labels

I would like more options for email address labels other than the current "Business, Personal, Other" Most of our providers have multiple points of contact and the option to create a custom label when adding an email address would be beneficial.

Created 01 Apr 20:23

0
1 Vote

Add the notes to priority postage at bottom (this is part of stamps when using the app)

Add the notes to priority postage at bottom (this is part of stamps when using the app). Then you have the info when you need to use this as proof of contents in a claim like a UIM UM claim for example.

Created 01 Apr 13:58

0
12 Vote

Revert Notes Format to the Way it Was Prior To Release

The change did not add anything other than making workflows different.

Created 20 Mar 14:46

4
8 Vote

Give Email Subject Line Options that include Insurance Claim Numbers

Neos now auto fills the email subject line with the Neos case number, but almost every insurance company requires that the subject line be only the insurance company claim number. That is how the message gets into the right file on their end. They...

Created 20 Mar 16:33

0
4 Vote

Add the Ability to Include Company Name in Stamps.com Postage

No description provided

Created 26 Mar 16:03

1
156 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
75 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

26
70 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
2 Vote

Calendar - auto add assigned staff to attendees field

For Case Calendar, please add an option to auto populate the Attendees field with all staff assigned to that file. Our firm requires calendar events to be sent to all the attorneys, paralegals and assistants who work on the matter. This requires u...

Created 28 Mar 17:22

0