Ideas & Enhancements

5 Vote

Implement Integration with Microsoft Excel for settlement sheets

The settlement memo doesn't really work the way that we like so I have a settlement sheet template that I made in word. It generates the case expenses, medical bills (charges and amount owed) and attorney fees along with our language on our letter...

Created 27 Jul 16:12

0
2 Vote

When tagging emails, have option to filter by open files only

A partner asked me to suggest that the system allow us to filter the email tagging file list by open files only.

Created 02 Oct 16:13

0
5 Vote

Schedule Text Messages For Later Sendout

It has been requested that texting in Neos have a scheduling feature so that they can be scheduled for sendout at a later date.

Created 22 Jul 19:13

1
5 Vote

Notes - Email Subject Line

Automatically insert the email subject line (in the Note Subject) for the email you are tagging.

Created 22 Jul 15:30

0
7 Vote

"TAB" key function

Would like the "tab" function to work more easily with Needles

Created 04 Feb 17:18

General

2
6 Vote

Spacing on Party Tab

Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.

Created 26 Oct 18:29

General

0
6 Vote

Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...

Created 22 Oct 14:19

Checklist

1
5 Vote

Adding Values In Neos Value Entry Screen

There should be an option when you're adding values to be able to add from the value entry screen instead of having to exit out of the entry each time.

Created 13 Jul 18:13

0
1 Vote

Harley Davidson Racing Black and White Jacket

The Harley Davidson Racing Black and White Jacket is a stylish and durable piece designed for motorcycle enthusiasts. Crafted from high-quality leather, it features a striking black and white design with iconic Harley Davidson branding. The jacket...

Created 22 Jun 09:18

0
2 Vote

Automatic checklist item for @'s in notes

Instead of having to do a TDO item in checklist it could automatically generate.

Created 27 Sep 22:28

0