Ideas & Enhancements

1 Vote

Ability to open calendar even from Day view

Currently I can only open a calendar event from the Agenda view. I'd like to be able to open it from the Day view as well. Any time I double-click, it just makes a new calendar event.

Created 17 Mar 15:17

General

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1 Vote

Expand Notes column in Notes tab vertically

Would be easier to see the preview of the Notes column if it could also be expanded vertically

Created 16 Mar 14:09

General

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1 Vote

Neos: Quick Text drop-down not easy to see whole list

In Neos, if there are multiple options on the Quick Text drop-down and do not know the names of the subjects to start to type in information, it's almost impossible to scroll through the list unless you have a mouse with a scroll wheel. Would be n...

Created 10 Mar 15:51

0
1 Vote

is there is a quick way to implement milestone update messages for case managers to quickly send to clients?

No description provided

Created 09 Mar 22:22

Messages

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1 Vote

User would like to be able to have a needles archive folder in SharePoint for their old cases

User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.

Created 09 Mar 21:17

General

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1 Vote

NEOS User Listserve

It will be nice to have a NEOS User listserve for users to share ideas between firms concerning the best uses and practices in NEOS. Maybe a Facebook group or something of the like.

Created 04 Mar 20:13

General

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1 Vote

NEOS - Changing Case Field Name

Changing the case field name does not update the locations where it is currently used. It would be nice if it pushed the update out.

Created 03 Mar 21:37

General

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1 Vote

Neos - Remove the Address from being required

Currently in Neos, when adding a new intake an address must be added. The address is not always collected on the initial call with the client so would be nice to not see this as a required field.

Created 03 Mar 20:05

General

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1 Vote

Neos - Add Docusign Filtering in Advanced Search for Reports

Neos - Add Docusign Filtering and Columns in Advanced Search for Reports

Created 26 Feb 21:51

General

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1 Vote

Neos - Time entry toggle for minutes/decimal format

Some firms are used to entering time in decimal format (e.g. entered as ".4 hours") and would like the ability to toggle between entering time as minutes or decimals.

Created 26 Feb 19:24

General

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