Ideas & Enhancements

2 Vote

Ability to Copy Value Providers to Multiple Value Entries

Add ability to bulk-add multiple value entries with the same Value provider (for instance, a client has 12 visits/charges at a provider - we will need 12 value entries and would prefer not to have to search for the Same provider each time)

Created 05 Apr 11:48

0
1 Vote

Assigning checklists or auxiliary checklists to a specific user for all cases

It would be beneficial for the new premium texting feature if you could assign certain checklist items to a user. Then when anyone adds that checklist it auto populates to that user. Just like when you assign cases, you can assign specific people ...

Created 29 Jan 21:27

0
3 Vote

Neos | Have option to upload letterhead within Neos

Instead of having to store the letterhead within a SharePoint library that Neos can access, it would be more convenient to have the letterhead uploaded in Neos similar to the Firm Logo that a tag will pull from on templates.

Created 08 Jun 14:25

0
4 Vote

Mobile View

Neos isn't mobile friendly. A mobile view would go a long way with making the attorneys in our firm happy.

Created 10 Aug 14:09

0
4 Vote

Federal Bar Number

Our attorneys not only have a State bar number, but also a Federal bar number. It would be great to have a Federal Bar number field.

Created 06 Aug 18:59

0
4 Vote

Allow exact searches to be an option

A user uses a provider often that is named SSA. When you go to search for SSA the search will pull every single name in Neos with the letter S S A in alphabetical order. So you will have to scroll through 50 names to find the actual provider that ...

Created 06 Aug 15:39

Search

1
3 Vote

Related Documents

It would be useful to allowing the linking of documents within the folder view

Created 02 Jun 18:18

0
4 Vote

NEOS- Search Parameter Default Preference

Clients would like to be able to set preference with search parameters to eliminate having to reselect after using different ones.

Created 03 Aug 15:58

Search

0
3 Vote

Bulk Update Organizer

Add an option that bulk updates the organizer for multiple calendar events.

Created 31 May 21:23

1
2 Vote

Neos Premium Texting SMS templates right from the texting screen

With the Neos Premium Texting SMS we should have the ability to merge SMS templates right from the texting screen instead of having to create an checklist Automation in order to use it with all of the merging capabilities.

Created 29 Mar 20:13

0