Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
24
Already exists
33
Unlikely to implement
15
Planning to Implement
11
In Development
3
Shipped
102
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
1
Vote
Ability to "Add" a new record under each Value Tab main category
Add the "Add" action button under each section on the Value tab? In other words, have "Add" next to Recovery, Deduct and retain to pay, and Deduct and retain to pay to others
Created 29 Oct 13:22
0
1
Vote
NEOS - Address Info Box Column Modification
Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.
Created 26 Oct 18:35
General
0
1
Vote
Neos - Rename category and type they do not make common sense
Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...
Created 22 Oct 14:14
General
0
1
Vote
Click into case from Neos Message
When previewing a message there is no way to quickly navigate to the case that the message is attached to. Please make the case # an active link to the case itself. Right now you have to double click on the message, open it in full screen, which i...
Created 22 Oct 13:58
0
1
Vote
Neos - Email Docs other than PDFS
Would like to be able to e-mail any doc in the case docs tab as an attachment, not just PDFs.
Created 20 Oct 20:54
General
0
1
Vote
Text Messaging reminders for staff calendar entries
Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.
Created 19 Oct 20:08
General
1
1
Vote
Neos: Allow Parties to Have More Than One Role
Firms are unable to select additional for parties in cases.
Created 13 Oct 21:20
General
0
1
Vote
Add Additional details to complete QuickBooks SDK Integration
Currently, a user is prompted to activate the QuickBooks Integration. Many customers would believe that was all that was necessary for the integration. We should add a suggested text, to follow the steps outlined in the QuickBooks Integration inst...
Created 01 Oct 22:14
Accounting Integrations / General
0
1
Vote
Neos - Add Filter Row to all Drop Downs
Add a filter bar to all dropdowns in the system (standard and user defined fields) This makes it easier to find the option you are looking for if the list is very long. One place this is available is when choosing a case type in Intakes - this is ...
Created 01 Oct 16:40
General
0
1
Vote
Cloud Settings - Integrations listing should be in alphabetic order
The list of available integrations should be in alphabetic order until there are multiple options for the same type of services and then it should be in order by category.
Created 29 Sep 11:24
Integrations
0
« First
‹ Prev
…
276
277
278
279
280
281
282
283
284
…
Next ›
Last »