Ideas & Enhancements

2 Vote

Add the ability to add additional Phone numbers Neos API

When trying to integrate with third-party intake solutions there currently is no way to add multiple phone numbers. This causes an issue when a client leaves two or three numbers and these third-party documents it in the synopsis area but most of ...

Created 12 Sep 15:11

0
2 Vote

Mac Neos Add-Ins Do Not Allow User to Sign in With Microsoft Account.

Unlike the Windows Neos add-ins and Neos webpage, you cannot sign into your Neos account with your Microsoft email & password.

Created 12 Sep 15:00

0
3 Vote

Ability to Generate a Custom Bill for Attorney Time and Expenses

We would like the ability to generate a custom bill in Word for our billable files directly from Neos rather than pushing the time and expenses to Quickbooks or another financial system.

Created 19 Dec 15:40

0
5 Vote

Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.

Created 02 Jul 19:09

0
3 Vote

Ability to Change Date Format When Coding

Want to change the date from being spelled out to XX/XX/XX format and cannot currently.

Created 16 Dec 21:59

1
3 Vote

Mass Update via Advanced Search - Update Staff Position to BLANK

We are working on reorganizing case types and using new roles. AS part of this, we would like the ability to mass update a current staff position to BLANK so we can start retiring the use of those fields.

Created 15 Dec 16:22

0
3 Vote

Calendar Bulk Actions - Add Option to Duplicate calendar entry

If the organizer no longer works for the firm, we can no longer modify the entry. The ability to copy the calendar information into a new entry would save the user time of reproducing everything. Also giving the user the ability to modify the orga...

Created 14 Dec 17:00

2
6 Vote

Being able to export the settlement memo as a word document as well

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.

Created 29 Sep 14:28

General

3
8 Vote

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...

Created 10 Apr 16:47

Search

0
6 Vote

Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically

#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.

Created 28 Sep 16:21

General

1