Ideas & Enhancements

4 Vote

The ability to drag & drop the file in the Notes tab.

We would like the ability to drag & drop our files into the notes tab, similarly to how we can do in the documents/case docs tab. This allows for an easier, more productive way to create notes with attachments.

Created 18 Jan 21:56

0
2 Vote

Communication Center>Texting - Add an option to search the Last Reply field (text content)

No description provided

Created 06 Feb 17:51

0
8 Vote

NEOS - All Subscriptions button in reporting window.

Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.

Created 01 Dec 16:02

General

1
7 Vote

Neos: Reduce the amount of clicks when Copying/Moving files from one case to another

Upon selecting a file and choosing copy to another case, I’m presented with a blank screen and a few buttons. I must click a button to perform a search for a case. (1 click too many. The search dialog should be immediately presented if there is no...

Created 09 Jun 21:00

Search

1
7 Vote

Neos: Include the "+ Add" button in each of the calendar views

Include the "+ Add" button in each of the calendar views as seen in the Agenda view and Case Calendar.

Created 08 Jun 16:04

0
4 Vote

Calendar Reminder - Add ability to set default value per staff

Default now is "None". If someone forgets to set the reminder, of course they will not receive a reminder. It would be better to have a default reminder.

Created 10 Jan 23:00

2
7 Vote

Capitalized merge templates should capitalize target merge fields in Neos.

Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...

Created 04 Jun 14:40

2
8 Vote

Outlook Add-In: Allow Email Tagging from Mailboxes Other Than the "Default"

Users currently have to move emails from other mailboxes into their "Default" mailbox to tag them.

Created 20 Nov 16:04

Integrations

0
1 Vote

Badge on Accounting Icon

Can we get a badge on the accounting icon just like the messages one telling us we have new check requests?

Created 15 Aug 21:47

0
8 Vote

TAG - Browse Documents Tab - Ability to perform bulk action

TAG - Browse Documents Tab - Ability to perform bulk action as it would be help to be able to bulk tag documents in this view

Created 17 Nov 15:36

General

3