Ideas & Enhancements

57 Vote

Single Spacing in Notes Tab

As of now, the spacing in Notes is double-spaced. It is more beneficial to have notes single spaced so it's easier to read and doesn't look like multiple rows/paragraphs.

Created 24 Mar 02:33pm

General

2 Future consideration
56 Vote

Unlimited Neos Today Dashboards

I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...

Created 6 Jun 02:55pm

3
55 Vote

Ability to select Multiple Checklist items containing documents to generate in bulk and also update the checklist items to "Done"

Please add the ability to select and mark multiple checklist items to generate the templates attached to the respective checklist items all at one time. In other words, select the checklist items that have templates attached and be able to run the...

Created 17 Nov 07:57pm

8
54 Vote

Keep Staff Selected on the Global Calendar

Whenever you log out of Neos and log back in the staff selection for the global calendar is gone.

Created 7 Jun 04:58pm

6
53 Vote

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...

Created 29 Dec 02:10pm

17 Future consideration
52 Vote

Bulk Action option to mark multiple items as N/A in the Checklist Summary

It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.

Created 29 Aug 08:55pm

7
52 Vote

PLEASE Add a default Reminder to the Primary Checklist!!!!!!

In each case you can add a reminder to each item and you'll get a notification via email or Neos, your choice (in settings). However, to go into each new case and set all of these reminders is tedious to say the least! The Primary checklist should...

Created 27 Oct 04:05pm

Checklist

4
52 Vote

Neos Mobile App

Add the ability to have a mobile app for easy review of Neos while on the go

Created 8 Apr 07:52pm

General

8
51 Vote

Color Code Staff in Dashboard Tiles

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...

Created 20 Jan 02:47am

General

18
50 Vote

Copy/Duplicate Cases

It would be beneficial if we could duplicate a whole case to make a new one from it, instead of being able to only copy certain tabs to a case.

Created 2 Jun 02:42pm

7