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5
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Auto tag emails to notes
I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.
Created 04 Apr 11:28
0
24
Vote
Open PDF in desktop app
Please add the option to open a .pdf in the desktop app for Acrobat Adobe. Similiar to the abilty to open word or excel in the online browser or the desktop app.
Created 13 Dec 20:02
4
1
Vote
Add a value tab for intakes to keep track of referred out clients fees
Having a value tab for intakes will make reporting easier as cases that are referred out will not have to be saved as a case in the referring firm's Neos and have those cases come up when reporting for actual cases open for the firm
Created 26 Apr 13:03
0
5
Vote
I'd like to be able to combine documents within Neos rather than downloading them and using Adobe
No description provided
Created 02 Apr 17:19
1
41
Vote
Bulk Action option to mark multiple items as N/A in the Checklist Summary
It would be convenient to be able to have an option to bulk mark items in the Checklist Summary as 'N/A' instead of marking each item individually. Please consider adding this to a future update to Neos.
Created 29 Aug 20:55
5
24
Vote
Ability to tag multiple emails to NEOS
Please allow the capability to tag mulitple emails at once to a specific matter. It is too cumbersome to do one by one, especially considering the volume of emails an employee receives during the day.
Created 04 Dec 22:31
7
52
Vote
Unlimited Neos Today Dashboards
I would like to propose having unlimited Neos Today Dashboards for either the entire firm or for the admins at each firm. Neos Today Dashboards make it seamless to optimize and individualize workflows while being able to monitor KPIs for each team...
Created 06 Jun 14:55
3
10
Vote
Favorite Cases List or Frequently accessed cases
In our previous data system we were able to favorite cases in a recently accessed list so we could navigate to them faster than scrolling our case list or having to search for them each time. Is there a way to do this with the current Neos system ...
Created 28 Feb 15:42
5
2
Vote
Premium Docs: Open Editor INSIDE matter file
PDF Editor opens in a new tab, killing the case timer for the amount of time you're in there editing.
Created 19 Apr 16:13
0
2
Vote
Premium Docs: Staff Signature Needs to auto-load into PDF editor
Having to re-load a signature from a local file every time is a waste of time. PDF Editor should auto-load the staff signature.
Created 19 Apr 16:11
0
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