Ideas & Enhancements

9 Vote

Please add a feature to turn on bold separation lines and color in task view, daily view and when we print reports.

When you are viewing the checklist, day view or checklist deadlines on a report it all runs together making it difficult to differentiate between the items. Needles used to put certain items like discovery in colors across the whole line item. Ple...

Created 09 Feb 12:55

1
9 Vote

Make overdue deadlines or tasks in red and at top of list.

It is a quick visual glance at what is overdue and needs immediate attention.

Created 09 Feb 12:52

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
2 Vote

Give the ability to add multiple roles on the party tab

Sometimes the host vehicle owner is also the parent/guardian if the party is a minor.

Created 05 Jul 17:03

0
4 Vote

add case name column to browse documents tab

for bulk download purposes, it will be useful to know which case/provider the documents are assigned to

Created 25 Oct 14:10

0
1 Vote

Time and DTF Value Code Category

Time and DTF value codes have their own category alongside values, invoices, funds, settlement on the value tab.

Created 08 Nov 19:46

0
1 Vote

Re order tabs on left of a case

. We have established multiple custom tabs and would like to reorder them on the side bar. This would help in be more organized. Should be a simple fix to allow drag and dropping them into a the order that I prefer

Created 08 Nov 15:43

1
6 Vote

A bulk action option for linking/unlinking names in the QB Integrator.

Neos itself has "bulk actions" within its system. The QB Integrator could benefit from a similar option/action. The list of Vendors a firm might have can be numerous, which in turn makes going into the Integrator to link each provider a tedious an...

Created 09 Feb 13:43

Accounting Integrations / Integrations

0
5 Vote

Print all neos Notes

We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!

Created 15 Jun 13:54

0
12 Vote

Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?

Created 30 Dec 13:43

4