Ideas & Enhancements

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

0

24 Vote

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

No description provided

Created 26 Apr 18:11

1

19 Vote

Party minor indication - should update automatically when a person reaches age of majority

Currently, someone is always marked as a minor until such time as you uncheck the box. It would be much better to automatically uncheck the minor box once the date of majority is reached.

Created 24 Jan 18:34

0

12 Vote

Ability to compose multiple messages at once

Currently, if you are composing a message, then switch to a case and click 'Add Message' - it overwrites the initial message you are composing (this also occurs if just composing from the message inbox and click 'Add' new message - due to the many...

Created 21 Mar 12:23

0

24 Vote

Ability to convert or make copy of a word document to PDF directly

At our firm, we know that a letter was sent out if there's a PDF version of the letter instead of a Word version. Word version is draft, and then we turn it to PDF to finalize. The ability to be able to creat a PDF copy right from CaseDocs would b...

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

0

Ideas & Enhancements

Filter by status

Filter by category

Mass Email Tagging

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

Neos - Sending Checklist Dates to Outlook Calendar

Vital Fixes for Quickbooks Online

Reschedule Calendar appointment populates option to assign new date

Send Notifications After the Initial Mention within Notes

Party minor indication - should update automatically when a person reaches age of majority

Ability to compose multiple messages at once

Ability to convert or make copy of a word document to PDF directly

Add a company name line to "person" party

Filter by status

Filter by category

Identify yourself with your email address

Mass Email Tagging

Renaming documents - We should have ability to rename a document or multiple documents upon saving it into Neos. The way the program is set up, you can only save it and then have to take unnecessary time to go into the docs tab just to rename the document(s).

Neos - Sending Checklist Dates to Outlook Calendar

Vital Fixes for Quickbooks Online

Reschedule Calendar appointment populates option to assign new date

Send Notifications After the Initial Mention within Notes

Party minor indication - should update automatically when a person reaches age of majority

Ability to compose multiple messages at once

Ability to convert or make copy of a word document to PDF directly

Add a company name line to "person" party