Ideas & Enhancements

23 Vote

Notes Tab should allow printing of multiple notes by "checking "them off - Bulk options should allow printing

The purpose of this program should be to make things easier to do -- There may be a specific report for printing case notes, but that is too many steps -- it needs to be a simple process that is on the Notes Tab -- either adding "Print" to the bul...

Created 12 May 12:10

2
4 Vote

Enable direct filing of email messages from Outlook Add-In

Currently, the Outlook add-in does not accommodate filing of email attachments into Neos. Likewise, it does not permit filing email messages themselves directly to the Documents section (instead populating in "Notes"). A large share of our "docume...

Created 14 Jun 18:12

0
35 Vote

Allow users to add, edit, or remove Settlement memos

It would be much more efficient if users could add, edit or remove the settlement memos just like the templates. I am not sure why that was changed from Needles 4 to Neos but it is frustrating when you need to change one sentence but have to go th...

Created 11 Jan 15:06

General

3
3 Vote

Notification Toggle for Case Staff

It would be very helpful to be able to restrict which case staff receive notifications when a text is received for a client. There are staff who are not client facing (medical records, finance), and the ability to turn text notifications off for t...

Created 24 Jul 19:57

1
20 Vote

Add the list of Permission Groups on Settings > Staff > Staff Profiles > Permissions screen

It would be helpful to have the list of Permission Groups that the staff profile belongs to on Settings > Staff > Staff Profiles > Permissions screen for troubleshooting conflicting Permission. below the profile name so when toggling betw...

Created 06 Sep 22:47

1
34 Vote

Allow different color coding for calendar appts

Allow the Neos tag in Outlook to be different colors for calendar appts. Before Neos we would color code our depositions, hearings and trials with different colors so they stood out in Outlook. But now with Neos it only allows for them all to be red.

Created 08 Feb 13:41

General

3
4 Vote

Calendar - Add Times on Appointments in Month View

Please add the Start Time to Appointment Subjects in the Month View - like in Outlook. At this time you have to have to hover over the appointments and get the pop up to see the start time.

Created 12 Jun 19:07

0
20 Vote

Tracking Support tickets or incidences

It would be extremely helpful to have a screen that allows us to see any of the tickets or incidences that we have added in the support form so we can better track what is still open and see the correspondence that has occurred. To go one step fur...

Created 23 Aug 17:21

0
19 Vote

Case/Matter remove 1,000-character limitation of in Notes

Often times we have to copy information from remote sources and the current 1,000-character limitation in Notes seems to be a constant issue. Please remove the 1,000 characters limitation on Notes and give use that ability to have limitless charac...

Created 03 Oct 16:09

0
14 Vote

Editable Dates on Emails Tagged from Outlook

The "date" field on Notes that are emails tagged from Outlook is locked and cannot be edited. This is currently intended however being able to edit that field in Neos would be of great use to firms for sake of organizing notes according to the act...

Created 24 Apr 14:51

3