Ideas & Enhancements

14 Vote

PDF Editor - OCR'ing and ability to edit text in scanned documents

Right now with the PDF Editor it looks like scanned documents are not being OCR'ed. We would like to be able to search and edit text in these documents.

Created 10 Jun 13:08

3
13 Vote

Ask to SAVE

Instead of asking if we want to LEAVE a screen, just ask if we want to SAVE so we can say, "YES" and move on.

Created 18 Aug 14:17

2
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
11 Vote

Case Dates should automatically trigger a Calendar Entry

Most case dates require a duplicative entry to add it to the calendar as well. This should be an automatic option which would serve all firms. For example adding a trial date in case dates should automatically add a calendar entry for that trial date

Created 06 Jan 17:03

2
11 Vote

Changing "Contact" to "Company" in a Person Provider Entry Address entry

When adding an address to a provider that is a person, there is no field for "Company." There used to be, but it seems to have been replaced with "Contact," which is a little redundant in a provider entry that is an individual. The contact is the ...

Created 05 Jan 16:24

0
15 Vote

Neos: Transactions - Requests for Deposit increase the amount due

When adding a transaction to a value time with an amount due and requesting a deposit, the amount increases the amount due rather than reduces it. I have to edit the transaction after it's created and change it from a credit to a debit in order fo...

Created 24 Mar 21:15

0
3 Vote

Ability to change row height of calendar event to see more description

Please add the ability to change or expand the row height of calendar events view so that you can view more information (in the subject and description fields) rather than scrolling across the entire page or widening the columns. Very cumbersome.

Created 26 Jul 14:30

0
7 Vote

Build PDF Editor to include signature and bookmark functions

I like the idea of having the PDF editor but I think it needs some more functionality to it still. Specifically sending a document with a signature field or entering bookmarks in a PDF would be great.

Created 13 Oct 13:55

2
3 Vote

MMS add ability to text images OUT from Neos

We would like to send text messages (MMS) to our clients and send them photos, i.e. a photo of a flyer or other graphic relevant to their case. We do not want to have to send them a link.

Created 25 Jul 21:27

0
3 Vote

Have browser remember Split View setting

Currently, the split view button needs to be toggled on every morning. Please make it so the browser remembers the setting you have selected so that we do not need to turn it back on every day.

Created 25 Jul 15:08

0