Ideas & Enhancements

59 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 07 Jun 16:58

6
11 Vote

Allow the saving of messages to multiple cases

When you have companion cases it may be necessary to save a message to multiple cases at the same time. It is doable now but it takes a lot more work and clicks to go to the notes section and copy to the companion case(s).

Created 02 Jan 21:41

1
17 Vote

Have calendar year start at current year

You shouldn't have to scroll to go to the next year, most people wouldn't create calendar events in the past. It takes a lot of extra time when you are calendaring many events for the next year.

Created 05 Dec 15:30

1
5 Vote

Stamps.com integration - Add option to omit the firm's return address

Stamps.com integration needs to have the option of omitting our firm's return address on envelopes. Our firm has printed stationary/envelopes with the firm logo. Currently there is no option to omit when printing envelopes and we are unable to use...

Created 28 Jan 20:05

1 Planning to Implement
8 Vote

Add a way to take a case out of Litigation status without deleting all of the Lit Checklist items

It seems that the only way to get a case out of litigation status is to delete all of the litigation checklist items. There should be an easier way to do this that would preserve the Litigation checklist items but return the case to "open" status....

Created 13 Jan 15:26

0
43 Vote

When creating a new email in the notes section, allow autofill for staff members

When adding a new email into notes, the To: and CC: fields only dropdown/autopopulate for party members. It would be useful to allow this for staff as well, as right now you have to type in the entire address.

Created 24 Jul 13:34

21
2 Vote

Add ability to merge a closed or active intake into a existing case

Adding this ability will allow users to keep necessary info from the intake but remove the extra intake entry that will appear when searching up the party.

Created 10 Feb 21:36

1
3 Vote

Stamps.com integration - Ability To Change Return Address

Currently, the integration uses the Billing Address as the Return Address. This is not very useful for firms with multiple offices that have their own login. When using Stamps.com directly users are able to change which return address is used. Add...

Created 05 Feb 18:43

0 Planning to Implement
99 Vote

Bring Back Columns for Adjustments and Payments on the Value tab

The new value tab layout is just awful! Please bring back the ability to have columns on the main value tab for both adjustments and payments. Now we have to click into each medical provider value entry to see them and it is not productive AT ALL!!

Created 03 Oct 15:22

12
305 Vote

NEOS - Dark Mode

The new design is great but VERY bright. I feel a dark mode option would be very well received.

Created 19 Oct 14:41

General

22 Future consideration