Ideas & Enhancements

2 Vote

PDF Editor PDF Doc Pop Out from Browser (Multiple PDFs at Same Time)

A PDF open in PDF editor should pop out from the browser to allow work on the PDF or multiple PDF's. You could see the PDF document and the fonts better. And be able to drag pages from one PDF to another PDF in a separate popped out screen. You co...

Created 02 Oct 12:55

0
31 Vote

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...

Created 27 Sep 19:07

1
6 Vote

Copy Name and Address

"Copy Name and Address" from a Contact should NOT be last name first, first name last and the first line of the address should be on a separate line. Currently: Doe, Esq., John P. O. Box 1788 Fayetteville, AR 72702 This creates extra work having t...

Created 21 Jun 15:20

0
5 Vote

allow us to enter last 4 only to SSN/social security field

we are often provided the last 4 digits only of the social security number in discovery answers, but we are not able to enter that on the contact/provider card because Neos requires 9 numbers in that field please make this field accept X's on the ...

Created 16 Jul 22:37

0
21 Vote

Email phone log generated from Communications Center

Need to be able to email or send internal notification of my notes from my phone call log generated from Communications Center to other staff member(s) to alert them of the call.

Created 02 Jun 17:37

0
2 Vote

Active but not Auto-Generated Checklist items

There should be another option for checklist items called "Auto-Generate", and not just Active and Inactive. If an item is listed as "Active" it generates for every case. If it is not "Active", you cannot add it at all from the +Add button. There ...

Created 30 Sep 17:47

0
2 Vote

Dynamic boxes in generated word documents

Neos disables dynamic check boxes once a doc is generated. We have a checklist we use that I want to generate for each case, but Neos disables those boxes. We would use the Neos checklist if it wasn't so limited. I should be able to have an item "...

Created 30 Sep 17:42

0
3 Vote

Neos Document Generation - Auto Fill

If you have a prompt for a Plaintiff, and there is only one plaintiff in the case, have it auto-fill the field in the generation screen. This will save countless mouse clicks to have the fields already populated.

Created 04 Sep 15:46

0
34 Vote

Need a way to prevent text message replies from clients to not be delivered via imessage.

Currently, when a client responds to text message sent from Neos, the response is sent to the Neos user's respective email address. However, if both the text recipient and the staff person sending the text from Neos are in each other's iphones as ...

Created 15 Jun 13:32

0
23 Vote

Add option to save checklist layout when rearranging the columns or adding columns to view

To make it more streamlined when opening the checklist tab have it save the user preferences for width, arrangement, and added columns in the view

Created 29 Mar 17:27

4