Ideas & Enhancements

9 Vote

Neos - Ability to mark fields as Required

There are certain fields that are always used and should be filled such as the 'Appointment Type' in the calendar that we should be able to have control to mark as Required.

Created 13 Oct 17:24

Layout Manager

0
6 Vote

Add ability to attach Documents from a case to the "Send Message" after hitting "+"

Add ability to attach Documents to the "Send Message" after hitting "+"

Created 27 Oct 17:13

2
12 Vote

Neos - Text Messages Should Update with Client's Name in Email Inbox

Text messages are coming through to the email inbox, but the phone number is not updating to read the Client's name, so users do not know who that client is.

Created 25 Sep 14:25

Integrations

1
2 Vote

Add in notes column to default checklist dashboard

Add the option to display the notes column in the default checklist dashboard

Created 15 Mar 20:58

0
2 Vote

Ability to adjust 'In Litigation' status on case header

In its current functionality, there is not a method to adjust the status on the case header if it is marked as 'In Litigation' to a different status. The only workarounds at the moment are to either enter a closed date for the case (effectively pu...

Created 15 Mar 15:27

2
4 Vote

When using Send Email in Neos, give us the option as to whether to post the PDF version of a Word document to the case

When you send a Word document via email in Neos, you can have Neos convert the Word doc to PDF. We would like the option as to whether to include that PDF document (an exact duplicate of the Word document) to the Documents tab. It not only is a du...

Created 05 Jul 21:53

1
8 Vote

Please make a default setting for phone, email and addresses.

As legal professionals, we don't delete records or anything from files. It would be nice to have a default check box to indicate a current email, phone or address to use.

Created 09 Feb 12:48

1
2 Vote

Add the ability to export quickbooks file in *.OBO file format for credit card charges

Many expenses for medical records are commonly paid for by credit card, the ability to export the same charges from Neos to QuickBooks in an *.obo format with charges already assigned to a case would eliminate the need to manually edit each charge...

Created 14 Mar 17:00

0
11 Vote

Neos: Make new phone number and online account as default

Currently in Neos, the 1st phone number and online account that is added to a Party/Provider is marked as the default. There should be a function to make any phone number or online account a default like there is for address.

Created 20 Jan 16:17

0
10 Vote

Ability to Bulk Edit Calendar Items, ie. Mark Done or Cancelled

Looking for a bulk action on the calendar for case. When a case is in litigation and it settles, it is VERY time consuming to go into each entry and mark cancelled. Also, when an event is cancelled, can it function like outlook where it says CANCE...

Created 27 May 17:48

0