Ideas & Enhancements

11 Vote

Ability to Open Video Files in Browser

Please add the ability to open and play video files in the browser instead of auto-downloading the files. Video files are often very large and take a lot of time to upload and download. We often have trouble uploading even smaller video files to t...

Created 15 Nov 21:44

0
162 Vote

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...

Created 03 Mar 17:34

Integrations

17
1 Vote

Allow Neos Users to Change Recipient Name Format For Contacts

Currently a vast majority of Neos contact fields display in the formatting of "LASTNAME, FIRSTNAME". This potentially causes problems for say generating templates where you would rather want to select an alternative such as "FIRSTNAME LASTNAME". N...

Created 12 Feb 21:55

0
1 Vote

Certificate of Service - Attorney Name

When a pleading is created, the attorney's names should pull in first name, last name, Esq. This was working fine until a few months ago and now it pulls last name, Esq., first name. I called in to see how to fix this and was told it's "hard coded...

Created 12 Feb 21:32

0
25 Vote

Add option to sort by date for all case calendar events together

Add a new tab or add the functionality to allow both Outlook and case calendar events to appear in the same list while being able to sort them by date.

Created 09 Jul 17:50

5
76 Vote

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...

Created 27 Mar 17:28

31 Planning to Implement
15 Vote

Case Listing Report is not user friendly and does not alphabetize the case list by client name.

The new features release for Case Listing by Party Name does not alphabetize the list of names. Isn't the whole purpose of a report for Case Listing by Party Name to create a list that is, at a minimum, alphabetized? I run Case Listing reports fre...

Created 02 Oct 14:43

1
47 Vote

Color coordinate events in Neos Calendar

I would like to color coordinate/categorize events in the calendar just like in Outlook.

Created 28 Nov 15:20

5
55 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

7
8 Vote

Activity Log for all Action -not specific to one case

Instead of only being able to see activity log when in a case, seeing "last visited" or "last edits w/in 24 hours" etc would be helpful. Yes there is a drop down in the search that shows last 4-5 cases accessed, however seeing a timeline of all ac...

Created 04 Dec 20:51

1