Ideas & Enhancements

8 Vote

Email Font/Size/Color - Ability to change Neos' email default setting in Staff Profiles

Writing styles are very personal, and this extends to how our emails look and present to the reader. With Neos being a highly customizable program with an integration to Outlook--which is highly customizable as to theme fonts, size and color--it w...

Created 12 Jan 20:33

3
29 Vote

Have Notification for when Intakes are available

Have Notification for when Intakes are available over the intake icon on the left. This way User's can know when they have Intakes they need to take a look at.

Created 04 Feb 18:11

General

3
4 Vote

Payment Entries on invoice - When we enter payments, Neos does not allow us to differentiate the type of payment. We would like to be able to maintain record of the type of payment - Check, Debit card, credit card or cash with the amount paid. We would also like to have a line appear that shows the total amount of payment and when payment was made.

No description provided

Created 02 Aug 17:06

0
29 Vote

Ability to remove an Auxiliary checklist from a case (especially a LIT checklist)

I think it would be very helpful to have the ability to remove a checklist from a case. On the case header, you can see all of the "litigation titles" aka auxiliary checklists. Once added, you DO NOT have the ability to remove the header informati...

Created 27 Jan 22:10

Checklist

2
4 Vote

Search Results - Closed Cases to bottom of results

When searching for a specific client who has had multiple cases with the firm, it would be nice if the results filtered to the open cases at the top of the pool with their closed cases at the bottom. Typically, we are more interested in seeing the...

Created 01 Aug 18:37

0
5 Vote

Calendar = Double Clicking Case # Should Open Case to Foreground

When you double click on the case # in a calendar event it currently opens the case in the background, would like it to open into the foreground

Created 10 Jun 19:35

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
13 Vote

Ability for Neos to actually fix their bugs

I encounter a bug in Neos probably every single day. I think that is a sentiment that is felt throughout my firm. We used to send tickets into Neos all the time. The process usually requires multiple phone calls, screen sharing, etc., and is simpl...

Created 24 Apr 16:06

4
6 Vote

Ability to not send Outlook invite when adding event to calendar.

When someone creates an event in calendar, sometimes it needs to go out for the entire staff, the staff then receives an outlook invite. There are calendared events that just do not need to have an invite go out. Doing this then causes the organiz...

Created 19 Apr 17:29

0
2 Vote

Accounting Filter

It would be very helpful if there was a filter in the Accounting Section that allowed us to search through the memo portions of the submitted values. I do not currently see a report for this, but a filter would be more user friendly and less steps...

Created 11 Nov 15:43

1