Ideas & Enhancements

2 Vote

Utilize tagging within a note

It would be helpful to utilize tagging within a note so a request for work product can be made, generated and reviewed all in one note and each party involved can be tagged for every step in one place within Neos. The document pertaining to the no...

Created 05 Apr 16:18

0
12 Vote

Neos - Add Ability to drag and drop Party Photo on Party Tab

Neos - Add Ability to drag and drop Party Photo on Party Tab

Created 26 Jan 13:22

General

0
4 Vote

NEOS PDF Editor Does not Work It is not a functional replacement for ADOBE

For Example if you have an un-coded PDF form (for example a required form for the Superior Court Documents) which is a fillable. NEOS PDF does not allow you to tab thru and fill in the document using NEOS PDF Editor.

Created 15 Aug 21:40

0
8 Vote

Staring Notes

It would be useful to star and/or pin important notes in the notes tab. That way, you automotically see the note when you go to the notes tab.

Created 06 May 19:06

0
14 Vote

Neos - Layouts have a lot of white space

User would like to be able to use white space to better display grids, forms and overall case tabs. Grid does not allow for full layout flexibility.

Created 04 Jun 21:01

General

1
4 Vote

Neos Special Note: Allow default text

We have a template that we add to the Special Note for every single case. It would be nice to have the ability to set that by default so that every time a new case is opened, the text is already there.

Created 14 Aug 20:18

0
4 Vote

Neos Report Subscriptions - Add a column to the report lists to show which reports are being subscribed to

No description provided

Created 14 Aug 16:55

1
4 Vote

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact invoice/bill and can we also get a download all invoice/bills button in which we can download and email off to client in neos or outlook

Some of our more difficult clients want to see a copy of every invoice and every deduction. Is there a simple way we can insert a link in the settlement memo that pulls data so when the client clicks on that link they are directed to the exact inv...

Created 14 Aug 00:40

0
2 Vote

dedicated advanced search button

If we could get an "advanced search" button next to the search bar (next to the "Create" drop down), it'd save clicks AND remind folks that Advanced Search is available.

Created 03 Apr 20:12

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3 Vote

More Keyboard Functionality for Messages

Normally, pressing tab brings the cursor from text box to text box (and for the most part, this is still true). However, after you enter in name for the "To:" section in an outgoing message, pressing tab/enter just deletes the name you just put in...

Created 08 Dec 21:41

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