Ideas & Enhancements

10 Vote

Using Keyboard to Search and Select Topic for Tagged Emails

In Neos itself, I can type on my keyboard to narrow down a note topic or document type and/or category, but when tagging an email in Neos, I have to scroll through our master list of everything. This is a very large time waster and was a simple fu...

Created 06 May 13:58

1
8 Vote

Add Print Option for Case Docs Bulk Actions

It would be beneficial if from the Case Docs take, I could select multiple documents and request they be printed right from there, instead of having to open each one and print them separately.

Created 08 Nov 21:00

2
9 Vote

Neos - Add counts in Settings > Staff > Staff Profiles

Add counts of # of users logged into Neos, # active "Neos Users", and # of active "Active" profiles at the top of the screen that is always visible. Larger firms have a hard time determining if their Neos and Active Users counts match their subscr...

Created 04 Aug 16:21

0
7 Vote

Needles checklist items integrate with or import to the Tasks by Planner and ToDo in Microsoft Teams

Microsoft Teams' Tasks by Planner and To Do has an impressive ability for tracking the progress of tasks and for following up on overdue tasks assigned as well as sorting/reassigning priority among tasks. Having Neos automatically send checklist i...

Created 07 Feb 15:58

5
3 Vote

Allow case Party(s) to be associated to a checklist task

Tasks would show up on a firm members dashboard based on either a case type requirement (i.e. send their statement for signature) or the status of a request to an individual party in a case. This would allow tasks to be assigned to a staff member ...

Created 14 Feb 19:11

0
5 Vote

Dragging documents from Neos to an outlook email

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.

Created 09 Aug 17:22

2
13 Vote

See more of the address on search

Currently in Neos we can only see a partial provider address in the search results. I would like to see the full street adress, and, importantly, the company name, which we now cannot even see on the preview. State Farm, for example, has several o...

Created 12 Jul 19:11

2
3 Vote

Add an advanced search column for provider roles and provider specialties.

In advanced search, we can filter by provider roles and their specialties, however if we would like to display them in the report we cannot. Advanced search does not offer a column for these two fields.

Created 13 Feb 20:14

0
17 Vote

Records Status Tab

In the Records Status tab, would like to have it so that we can add multiple notes and be able to see them line by line (one line per note - like in the values tab) Right now, there is 1 line for notes, and to read all notes added you have to scro...

Created 17 Jun 19:05

Messages

0 Future consideration
2 Vote

Ability to see when a payment on an invoice is paid from the invoice tab

A date when an invoice is paid should be added to the PAID column of the invoice tab and also a place to record the check no. of the payment.

Created 16 May 18:54

1