Ideas & Enhancements

8 Vote

Merge Fields in an Excel Spreadsheet like in Word

We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under ...

Created 30 Mar 21:07

1
1 Vote

Option to Upload or Create a folder

I’m a new user and I just realized that there’s no option to upload or create folders in Neos. It would be really helpful to have a folder creation feature to help categorize files. Additionally, allowing folder uploads would make it much easier t...

Created 15 Oct 22:31

0
1 Vote

Re-add case info to description of events

Re-add case info to description of events like case number, case status, party name, etc.

Created 15 Oct 18:58

0
2 Vote

View others messages based on staff with restrictions

Would like to see staff members that help manage other staff members to view message but restrictions added to them also to not have access to attorneys messages

Created 04 Jun 21:43

0
2 Vote

Integrate with HotDocs

MS Word document / template coding is really poor. Wordperfect was better, but HotDocs, I believe, is a good work around for generating good, solid, non-needed-to-be-edited documents from templates and inputs.

Created 04 Jun 19:22

0
3 Vote

Communications email notifications

There should be an option to receive email notifications for calls received in the communication center.

Created 23 Jan 14:41

0
8 Vote

printing notes to include the case name and id number

No description provided

Created 28 Mar 11:58

1
9 Vote

Make the special note section stand out more

In Needles 4 - this red flag section actually turned red when something was put into it so it stands out. With Neos the bar is a dull gray and easily missed. Would like to either have the whole bar with a colored background or have the text red so...

Created 12 Nov 16:48

1
4 Vote

Quickbooks Online enhancements

QuickBooks Online integration should have the checks auto select print later when posted, and have the memo field grab the information from Neos

Created 08 Sep 14:30

1
5 Vote

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 26 Apr 13:25

1