Ideas & Enhancements

8 Vote

The ability to print a message

It would be wonderful to have a print option to print an individual message. There is no way to print a message out.

Created 11 Nov 17:47

0
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
8 Vote

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...

Created 04 Nov 13:18

2
3 Vote

DocuSign Status

There should be a way to quickly see the progress/status of the DocuSign document in NEOS. After a document is sent out for signature, there is no way in NEOS to know if the document was sent and the current status of that document.

Created 09 Apr 05:33

0
14 Vote

Add ability to double click case number from message preview

It would be nice to be able to double click a case number while merely previewing a message and be able to have that take you striaght to the file. Currently, you have to completely open the message and double click the case number.

Created 11 Feb 21:31

Messages

1
17 Vote

Cloud: Add Shortcut for Folders instead of individual files in case docs

it makes it easier to open up a folder and navigate to the file instead of opening file by file

Created 31 Mar 16:53

General

2 Already exists
15 Vote

NEOS - Mass Mailing

It is currently not possible to generate documents for Mass Mailing in Neos. This functionality existed in N4 and N5.

Created 26 Oct 13:08

General

1
17 Vote

Tag an email to multiple cases

The reason this is necessary is they get updates from firms that they refer cases to on all the cases on a monthly basis or so - the emails give updates on hundreds of files, which currently means they have to go through the process of manually ta...

Created 16 Mar 23:03

General

2
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
4 Vote

Remove the Donut Chart from Value Item Details

Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.

Created 21 Dec 15:16

1