Ideas & Enhancements

2 Vote

Allow ability to toggle through value tab items

Instead of having to return to the list of items after recording a transaction, it would be greati f we could toggle through the items like we could in Needles.

Created 07 Jun 13:08

0
3 Vote

When a staff leaves remove from groups

Staff groups need to be updated and removed when a staff is replaced or leaves.

Created 18 Jan 15:22

0
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 Location/Staff Assigned Filter in Advanced Search for Calendar

When in advanced search for calendar events, you cannot filter by staff assigned or location of event. Please add this to the list in advanced search.

Created 06 Jun 14:41

0
4 Vote

GROUP TEXTING

We often have multiple clients to keep updated on one file. The ability to group text with them would be very helpful, as lots of clients don't check their email consistently enough.

Created 28 Aug 19:04

0
12 Vote

NEOS - Run Value Reports from Value Tab

It would be nice to be able to print Value Reports from the Value tab like you can with Settlement Memos

Created 16 Jul 15:31

General

2
8 Vote

NEOS needs a date calculator like Needles had!

Neos needs a date calulator just like Needles had!

Created 03 Feb 23:10

2
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
4 Vote

Neos Outlook Add-In - Please add single sign on or Sign On with Microsoft

We require everyone to use Sign On With Microsoft in Neos, which eliminates the need to remember your Neos password. When it comes time to sign on to the Outlook add-in, most people do not remember their Neos password.

Created 24 Aug 19:36

0