Ideas & Enhancements

7 Vote

Mass Update All Cases to Add ALLUSERS and TYPISTS Emails to All Cases

Our firm sends out information to every staff member by sending it to an allusers shared email and to our typists by the typists shared email. Would be useful to not have to type in the address every time someone wants to send a document internally.

Created 20 Oct 16:00

2
14 Vote

Add ability to edit PDF templates using Inline PDF Editor

Give the ability to prepare a PDF form and add tags directly in Neos

Created 14 Sep 17:11

0
10 Vote

Add option to search by All when searching for a case to tag an email to from the Neos Outlook Add-in

Add the All option in the Neos Outlook add-in when searching for a case just like the option when searching for something in Neos. This will save users time from switching between searching by case number or name.

Created 28 Apr 20:07

3
7 Vote

In Time Entry tab, allow firms to set a default Value Code

Less repeat data entry for users

Created 17 Oct 18:53

1
21 Vote

"Select All" option when Uploading Documents

When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.

Created 30 Jul 13:50

Document Management

3
26 Vote

Ability to hover over parent checklist item and see child items attached

In the case where a user does not have permission to view Case Type Settings, it would be nice if the ability to see which child items come after a parent item. Even when marking it done if there can be a pop-up confirming which items has been added.

Created 13 Oct 18:04

0 Planning to Implement
5 Vote

Show the cc in the Email preview side panel

It would be helpful to see the cc in the notes email preview side panel. Currently, only can see the To and From.

Created 07 Feb 18:53

0
13 Vote

Document Tab - when opening a document, the Document Date changes to today's date

The Document Date should not change. it should remain as the original date of the document.

Created 26 Oct 17:26

Document Management

2
5 Vote

Have an indicator of who is working on the same tab you are and have 2 people save their options at the same time.

It would be very helpful if there was a way to determine if someone else was working on the same tab as you and your changes may not be saved, similar to the screenshot I attached. And also be able to have multiple people save their changes withou...

Created 05 Feb 23:00

0
14 Vote

Group Permissions

It would be nice to have the Enable option to work horizontally. An example would be when you are in a section that every other Permission needs to be toggled to enable you could do that horizontally first and then vertically to stop the ability t...

Created 25 Aug 20:05

0