Ideas & Enhancements

19 Vote

Notification to the Attorney on a case, via the Notifications Bell, when any new offer is entered on the Negotiation Tab.

No description provided

Created 17 Nov 20:04

2
35 Vote

Add Save to PDF and Print to the Bulk Actions menus

We have lots of occasions when we need to provide Notes/Case Docs/Value/other list views items to outside services/companies and without a Save to PDF or Print in the Bulk Actions menus, it is a very labor-intensive process.

Created 03 Oct 18:28

1
2 Vote

Add New Filters to "Browse Intakes" Tab

The "Browse Intakes" tab should be able to be filtered by all applicable fields within the intakes themselves - especially the "class codes" field (which is very commonly used across Neos intakes to differentiate beyond case types)

Created 21 Jan 14:48

1
20 Vote

Neos: Text Message Auto Responses

Allow auto responses to indicate when someone is out of the office. This will let the client know you may not be able to respond to them right away.

Created 17 Oct 22:42

1
3 Vote

Auto Populate "From" Field and Subject when Generating a Document

This would allow for easier data entry and make using Neos easier.

Created 26 Dec 20:13

0
9 Vote

Email Templates available outside of Intake Pro and Checklist Automation

want to be able to have email templates that can be used in the notes tab outside of "Intake Pro" and "Checklist Automation" pro features. Just want to be able to send emails from the Notes tab with pre-saved email templates.

Created 25 Jul 20:55

1
7 Vote

When sending an email inside Neos have the ability to choose the note topic instead of defaulting to "email sent"

It would be nice to be able to choose a note topic for emails instead of having to manually fix them, i.e., demand, offer, etc.

Created 13 Sep 14:17

0
12 Vote

Neos: Make viewing images easier. Add ability to arrow through images

It would be much easier to see images and have an arrow to scroll through all images in a case. Currently, you have to view each image one by one, and it is extremely time consuming.

Created 06 May 14:51

1
12 Vote

Provider name does go to memo lines in QB when sending over deposits from Integrator

When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...

Created 06 May 13:30

0
29 Vote

QuickBooks Integrator - Memo Field populate with the client's case number/client name first in memo field

When posting from the Integrator the memo field needs to populate with the client's case number/client's name before the memo information. This is how Neos previously worked and is now reversed. Our State Bar requires the client's name on every ch...

Created 01 Feb 13:59

1