Ideas & Enhancements

8 Vote

Neos Dashboard Tiles - Save preferred layout

Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.

Created 27 Dec 14:01

0
14 Vote

Neos companion cases - prompt me to tag or save in both cases on front end

If a case is in a companion case group, I want to be prompted on the front end every time I create a document, or tag an email, or post a note something like "do you want to add this to the companion case" and let me answer "yes" or "no." That way...

Created 21 Apr 17:36

0
13 Vote

Bates Stamp in Neos

The Bates Stamp feature in Adobe/ Neos needs to match the Adobe desktop version and not require all of the fields given. Our firm likes the Bates to be short (usually the client's last name) and Neos requires text, prefix and suffix to be used whi...

Created 28 May 16:06

2
1 Vote

Bring Back N5 Reports

These advanced reports are so bunched together, you didn't even have the courtesy to make sure they would format correctly when printing.

Created 11 Oct 22:55

0
6 Vote

Include (or allow option of) contrasting color schemes

All fields, tabs, screens, etc throughout Neos are the same washed out white/pale gray, minimal color scheme. This makes is hard to visually differentiate various fields. Fields of greater importance, or which need to be accessed more often, could...

Created 15 Mar 19:56

0
4 Vote

Allow "complete" window to be moved around screen to stop it from blocking options while open

Add in the option to freely move the complete window around the screen or assign it to a different section of the screen to stop it from blocking options without closing it.

Created 06 Jun 20:47

0
4 Vote

Add option to force events to appear with the full event name visible in the global calendar.

Allow users to enable an option to force the names of each event to appear fully and with full visibility so the name is not cut off by the screen or hidden.

Created 06 Jun 16:20

0
8 Vote

Include Email templates in Neos and not just Intake Pro

Email templates need to be available in open Neos cases and not just in Intake Pro. Email templates were available in Trial Works. We used them heavily in Trial Works and now our staff is limited to creating their own templates in Outlook. So time...

Created 20 Dec 22:42

0
10 Vote

Ability to keep the Neos Tag Email Add-in pinned to Inbox without disappearing

The Group Action Neos Tag Email can be pinned to always show as a side display in Outlook, but when you move between Outlook folders (inbox/sent, etc.), the pinned "tag email" display goes blank and you have to exit and select Neos Group Actions a...

Created 26 Sep 14:47

1
7 Vote

text notification stacking

If a text is received and there is an unread message, if they text again, it would be nice if it would just stack that notification of unread messages instead of them each being single and separate.

Created 30 Jan 16:53

0