Ideas & Enhancements

1 Vote

filter options on My Checklist on today screen

Using the "Checklist Summary" tab is the current way to do this, but it would be convenient to have some filter options (Case Type, Class Code, Checklist Code) on the Today screen checklist.

Created 22 Jun 13:46

0
1 Vote

Add the @Mention icon to the Notes formatting toolbar

Users should have an option to use the "@" mention icon directly from the Notes formatting toolbar

Created 18 Jun 14:14

1
1 Vote

Add "ALL" as option in fields on reports.

When running reports, want option to choose "ALL" in fields like Case Type, Staff Role, etc., instead of being required to pick just one.

Created 17 Jun 14:44

0
1 Vote

Neos: Talk to text integration

Microsoft 354 already has a dictation feature and user think that it would be beneficial to if an add in for talk to text could be implemented in Neos.

Created 16 Jun 19:51

0
2 Vote

Link bills and expenses to value tab, lnk medicals bills and records to value tab.

Link bills and expenses to value tab, lnk medicals bills and records to value tab.

Created 08 Jan 19:17

Integrations

0
2 Vote

Adding document path link in record/request tab and litigation tab

The firm want to be able to add document in record/request tab and then when they want to retrieve the file it should open up the file when clicking on the link. Similar to how case doc has a file link attached. They want the same way done on liti...

Created 31 Dec 19:45

1
1 Vote

Advanced Search - Ability to choose other parties besides First Party from the columns list

If a user is trying to create an advanced search and want to pull in contact info (phone #) and the party isn't the First Party to a case they will not be able too. It isn't an option.

Created 10 Jun 16:32

0
1 Vote

Please create a printable manual

There is a printable manual for an older version (maybe it's 4.8.2), but a current one would be helpful. I don't always know the proper terminology, which making searching online very difficult. It's so much more convenient to be able to mark up a...

Created 09 Jun 16:10

0
1 Vote

Text Identification

When we receive a response from the client to a text message from Neos, there are no any identifiers of who the client is. If you are like me and send several text messages a day, the phone number will not jog your memory. If the person is in our ...

Created 08 Jun 13:24

1
1 Vote

Have Needles backup service run regardless of Server Reboot.

As it stands, the server needs to be logged into for the Needles Backup Process to resume after an automatic server reboot. It would be far more beneficial to have the backup service continue without the need for an individual to manually log back...

Created 01 Jun 14:09

0