Ideas & Enhancements

1 Vote

If an e-mail is sent from a case, this should give notification to staff

If an e-mail is sent from a case, it should notify any pertinent staff members. As it stands, this is not a feature even though you can tag someone in a note.

Created 09 Dec 22:16

0
15 Vote

Ability to add Automation to Primary Checklist at Case Type Level, instead of on a case-by-case basis.

For instance, automation would be when a checklist item is marked done it triggers another checklist item to generate and email a document to the client. It might be beneficial to have the ability to apply that automation to the Primary Checklist ...

Created 13 Dec 20:57

Checklist

4
19 Vote

Dictation in Neos

It would be amazing if the option for dictation were available for the busy attorney to be able to note or add details to the case file hands free. We here at Brent Adams and Associates would surely take advantage of such an option.

Created 01 Feb 21:51

General

1
6 Vote

Neos: Notes Tab for Texting - Add the ability to show whether a text is incoming or outgoing

Neos: Notes Tab for Texting - Add the ability to show whether a text is incoming or outgoing

Created 14 Nov 23:56

0
6 Vote

NEOS: Allow audible notifications (text, messages)

That each staff can select whether to use or not. If you aren't looking at the screen, it would be very helpful to hear that audible notification or "You have a new message" so it is clear when you receive something.

Created 14 Nov 23:53

0
12 Vote

add ability for value totals to appear in merge letters like needles used to

While recoding our microsoft word and pdf letters, we no longer have the ability to insert a total value of all items with a specific code. We used to be able to do this in needles. We've even reached out to a trainer and was told that isn't an op...

Created 02 Aug 15:40

0
4 Vote

Ability to move/rearrange case tabs when several are open.

It would be extremely helpful to be able to move tabs around when several cases are open. Just as when you are on an internet browser and are able to rearrange tabs at the top of the page, being able to rearrange client case tabs would be very hel...

Created 17 Apr 13:13

0
8 Vote

Ability to tag delivery receipts and read receipts from Outlook to Neos

Delivery receipts and read receipts are important to a case for proof of service and need to be able to be saved to a case.

Created 07 Jun 18:34

2
11 Vote

Add Note field for Phone Numbers

Add ability to write a note/comment next to the phone number on the Party/Provider tab if additional information is required (note: this would be instead of using the EXT field)

Created 14 Oct 15:05

0
2 Vote

Make a calendar event without any attendees.

I would like to log client appointments or important dates that dont necessarily need to be on any staff's calendar but its nice to see it on the clients case calendar for quick reference and not have to search through notes

Created 20 Sep 17:07

0