Ideas & Enhancements

1 Vote

document linking for all tabs

make document linking available for all tabs

Created 20 Feb 16:01

0
1 Vote

Add option to export all contact/company data for specific contacts

Add in a option to pull this data as a copy/paste or to pull this data into a pdf/word file for exporting purposes. This would also be a useful option within the party tab of a case when pulling party info

Created 19 Feb 16:46

0
1 Vote

When using workflow actions>sending a retainer agreement, word documents should be able to be converted to a pdf

When using workflow actions>sending a retainer agreement, word documents should be able to be converted to a pdf. This would just help a great deal with time, and would allow us to not have to save a pdf for this purpose. we could do simple edi...

Created 18 Feb 21:39

0
1 Vote

NEOS: Certificate of Service Special Tag

The representing section lists the party last name first name. Please change this to show full name!

Created 18 Feb 13:25

0
12 Vote

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury!!!! Let’s talk about the Neos Calendar —a tool that should be working for us, not the other way around. First and foremost, why on earth can’t we LOCK staff colors and their ...

Created 04 Feb 16:36

0
7 Vote

Case Header Note should be more obvious during all case phases not just litigation

You can add a quick note to a case. It shows in red if the case is in litigation. It would be wonderful if we could choose a color for this during all phases of case. This way, quick note is NOT overlooked

Created 10 Feb 18:07

1
11 Vote

New Calendar Event pop up Window should me movable

A lot of times you need to see your Neos screen to add things/copy and paste from to the calendar event from the case file. It also should populate at least the case name automatically.

Created 04 Feb 18:59

1
9 Vote

Add the Ability for Each User to Integrate Their Individual Docusign Account

Our firm will not be able to use the DocuSign integration until we have the ability to integrate our individual accounts as there is no one that is going to manage all of the Docusign documents in a second firm-wide account. I need the ability to ...

Created 05 Feb 16:33

0
12 Vote

Better Visibility of Notes

Notes are difficult to read quickly. Needles had a much better visibility of notes. Why do the notes contain all the initials of people on the note and then shows the note. Do away with the "To: initials, date, and time" on the actual note. That i...

Created 31 Jan 18:04

0
153 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25