Ideas & Enhancements

22 Vote

Due date on a checklist item should not change to the current date when marked completed

The "due date" should be maintained and another column "date completed" should be added. It is important to be able to see that original due date without having to go to the activity feed to view the change.

Created 27 Jun 14:51

1
28 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
5 Vote

Neos: Add a permission to limit who can modify closed cases

This is imperative to prevent staff from modified data after a case has been closed. We need to keep intact settlement information without someone making changes after final accounting has taken place.

Created 26 Jul 14:09

0
13 Vote

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.

Created 19 Jan 17:01

6
19 Vote

Neos - Ability to add Neos documents to an existing email chain.

Currently, emails can be sent from Neos to include documents from the Documents tab, but we cannot add these documents to existing email chains. It is important to keep the history of the conversation, as opposed to creating a new email each time ...

Created 29 Aug 21:58

0
19 Vote

Neos - Electronic Filing - We need to be able to save documents directly from the Court system website to the case within Neos.

It is very cumbersome and takes up unnecessary server space to have to download the documents from the court website locally, and then drag and drop into the document tab in Neos.

Created 29 Aug 21:56

0
1 Vote

Sort "representing" Column on Counsel Tab

We would like to be able to sort the list in alphabetical order in the representing field just like all other fields.

Created 28 Oct 14:34

0
16 Vote

Add the ability to have case header go back to "Open" from "In Litigation" when the auxiliary checklist items are not marked open

Many cases go in and out of litigation, and there is currently no way to remove the "in litigation" from the case header without deleting all auxiliary checklist items that are marked as litigation in settings. There should be a way to manually re...

Created 27 Oct 16:28

1
20 Vote

Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.

Created 20 Jul 19:56

11 Already exists
10 Vote

Visible status color change in Neos calendar

Currently in Neos a calendar event has a color assigned to the event status (open-green, canceled-red, done-gray, etc.) It would be very helpful to show the color that is assigned to that status on the Neos Calendar in order to check the status qu...

Created 20 Mar 14:14

3