Ideas & Enhancements

8 Vote

Mass Email Tagging

We should be able to select multiple emails for a case and tag them all at the same time. For some older cases there are hundreds and to do them one by one means they may never make it to Neos because no one has time for that. Especially when an e...

Created 16 Nov 20:09

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17 Vote

Documents tab adding the ability to add the case number and client full name as a column

Documents tab adding the ability to add the case number and client full name as a column

Created 19 Sep 19:59

0
16 Vote

We need the ability to have a Value block at the Intake level.

Our firm like I’m sure many others incur expenses on a case when it is still at the intake level. We need to have a Value block similar to the Address block that would allow us to enter multiple Value entries on an intake and allow for those to be...

Created 03 Nov 17:51

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6 Vote

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...

Created 14 Feb 19:16

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6 Vote

Add one line of Synopsis screen to the individual cases durng search

It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.

Created 14 Feb 16:35

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12 Vote

Client address needs to be placed higher up on the party tab

The client's mailing address is used most often out of all the contact information on the party tab. Therefore, it's most logical to place the address above phones and emails.

Created 03 May 17:59

1
19 Vote

Make single- and double-clicking consistent within Neos

Currently, there is very little consistency with the number of times someone has to click to open certain items. Reports and Staff Profiles take one click, while documents and calendar details take double-clicks. We'd like to see some consistency ...

Created 03 Jun 15:08

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10 Vote

address block to copy paste to letters and envelopes

I just need a button to push that will put the address block on my clipboard so I can paste it into a document or email. yes we have templates set up with address blocks for letters and correspondence, but oftentimes you just need to copy and past...

Created 04 Aug 18:55

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3 Vote

Neos: Ability to add attachments to sent messages

It would be helpful to allow attachments in messages I send to co-workers (either new documents or documents from the Documents tab). It would save time in having them go find the document in the Documents tab or referencing by Doc #.

Created 02 Jul 20:36

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3 Vote

Add a company name line to "person" party

When I have contact information for a person who works at a company, I would like to see a line for "company name" rather than having to use the aka name for the person's company name. Then when in the party tab, I'd like the option to have a colu...

Created 02 Jul 18:20

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