Ideas & Enhancements

1 Vote

Auxiliary Checklist- Allow more than 5 phases. Neos allows additional phases within regular checklist but not Auxiliary for Litigation Matters.

This would allow the activity feed to work properly from start to finish when litigation is involved.

Created 21 Oct 13:15

0
2 Vote

Make a calendar event without any attendees.

I would like to log client appointments or important dates that dont necessarily need to be on any staff's calendar but its nice to see it on the clients case calendar for quick reference and not have to search through notes

Created 20 Sep 17:07

0
2 Vote

Once any text is entered into a note it should save.

Note Topic should not be required to save. If I have to enter a quick note and didn't notice I did not enter the required "topic" then the note wont save. I have written long notes before then X out thinking the note would save and it didn't. I kn...

Created 20 Sep 16:49

0
2 Vote

Allow Column Options for User Defined Fields in Tabs

Being able to add User Defined fields as column choices would be very helpful. For instance, in the insurance tab, we have a user defined field for Medpay coverage. Being able to see that when I enter the Insurance tab is helpful and would be quic...

Created 20 Sep 13:49

0
12 Vote

Bring Back the Desktop version for the Word Add In!!!

The Word online version doesn't have all of the formatting options for letters, so you have to make the letter in the desktop version and then save it to the online version in order to add the coding for the documents. So it's like double the work.

Created 09 Nov 15:53

0
44 Vote

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.

Created 27 Jan 19:58

Integrations

8
19 Vote

Neos texting: send a text to anyone in the address book

Right now you can only send a text message to a party in a case. We want to be able to text back and forth with other contacts like witnesses who are not parties. Right now it is confusing because in the clickable contacts list I can select the ce...

Created 29 Mar 21:38

3
13 Vote

To be able to export the value screen

It would be helpful to be able to have an export feature on the value screen.

Created 04 Oct 15:50

1
7 Vote

Add sum feature to all number columns in Reports

Currently, we have created a report to show billing charges, amounts paid, adjustments taken, and total due for a specific client. We can use the sum feature on the columns for Total charges & Total Due. It would be helpful to see the total am...

Created 12 Apr 19:34

0
13 Vote

Add Back Neos Add-In for Desktop Version

Making templates is easier in the desktop version since the mobile version has weird formatting and will not appear correctly.

Created 03 Oct 17:17

0