Ideas & Enhancements

4 Vote

It would be great to have the ability to pull demographic information of a party by making an option to extract it to send it out with ease. Often we need to send contact information on a party, and it would be helpful to be able to extract the information to be easily copied to a text or email.

No description provided

Created 03 May 13:59

2
11 Vote

User would like to be able to save a note in a case notes and not have it revert to the list view

User would like to be able to save a note in a case and not have it revert to the list view. User would like to save in the case note and not have to reopen it from the list view.

Created 06 Aug 15:52

General

1 Future consideration
1 Vote

Search Checklists / Calendars across multiple users

For instance... We created a checklist item "2DO" in order to receive a reminder on an outstanding invoices. Once we receive payment, we click the checklist item. However, sometimes payments received only references the invoice number and it is he...

Created 03 Jul 20:51

0
1 Vote

Selecting a New Primary Document From Current Group of Linked/Related Docs Without Unlinking Everything

I have a group of documents linked together as "related" with doc X as the "primary." But I want a different document in the group to be the primary one instead. There should be a way to make Doc Y be primary without unlinking everything and retag...

Created 03 Jul 16:59

0
4 Vote

Drag and Drop Files from Emails Directly to Neos

It would potentially save time to be able to drag files directly from Outlook emails into Neos consistently. Some users are already able to do this it seems.

Created 01 May 14:06

0
5 Vote

Azure single sign-on Custom attribute for remembering Company ID

With the new Azure single sign-on it would be preferred that the system would know the Company ID and just pull it from an Azure Custom attribute

Created 07 Dec 14:30

2
6 Vote

Refresh the Calendar when a Outlook Item is Added into a User's Calendar

Add the ability to refresh the calendar or have it automatically update when an outlook item is added in Neos.

Created 15 Jul 14:51

0
8 Vote

Link note in Notes tab to Record/Requests it pertains to

When noting in the notes tab pertaining to a particular request in detail, have an drop down menu where you can choose a request it pertains to. So when you are are in the Record/Request tab you can either see those notes directly or have an addit...

Created 30 Sep 19:35

0
5 Vote

Neos Message Inbox Sort Inconsistency when trying to sort by Re/Client

the sort is not consistent in that it will sometimes show by first name, prefix, or last name. It's impossible to find what you are looking for or group names together this way. See screenshot. Our attorneys receive a lot of messages and need to b...

Created 05 Dec 16:13

0
6 Vote

More fields available when saving a document to docs tab

Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.

Created 12 Jul 19:50

0