Ideas & Enhancements

14 Vote

I think my idea would help me organize myself when i'm working on more then 15 people at once.

I find it a little confusing when I send a new message for a case, and the case name tab is full with 15+ people. I think it would be a good idea if, when we click 'Send a new message,' instead of it going all the way to the end of the list of nam...

Created 13 May 01:54pm

0
6 Vote

Please add back the ability to change template source file

The ability to work offline on a template and then upload it and change the document source is a valuable tool. When extensive changes have to be made just opening it and leaving it open while making changes isn't practical. The only option to be ...

Created 13 May 05:15pm

1
6 Vote

Outlook Add-in Attachment Tag Failure - Add ability to retry only Failed Attachments not entire email

Outlook Add-in Attachment Tag Failure - Add ability to retry only Failed Attachments not entire email/all attachments - this causes duplicates that we have to clean up after successful tag

Created 13 May 02:14pm

0
4 Vote

Add case name field to Checklist Summary

We need to know which case name all of our checklist items are for. That field is currently not available which seems very unusual.

Created 13 May 02:19pm

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3 Vote

Making Tabs optional

Please make the tabs on the left (Party, Case Status, Contacts, Intake Questions, etc) optional in the sense that I can customize what I see. I have no use for Contacts, Intake Questions and several others. However having these where I cannot remo...

Created 13 May 12:25pm

0
1 Vote

Advanced Search Reports should be accessible by all admins

We need the ability to allow all admins, regardless of shared permissions, to have access to advanced search reports. If an employee exits the firm, or if there are issues with the advanced search, this would greatly help us to edit these reports ...

Created 16 May 01:58pm

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6 Vote

Add the option to use the Phone Number column in all advanced search options

Add the option to use the Phone Number column in all advanced search options like search for cases or providers. Currently the Phone Number column is exclusive to the search for phone numbers advanced search.

Created 6 May 01:21pm

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1 Vote

How did you make Notes WORSE?

Notes should be the easiest thing, and it's the worst thing about Neos (document generation is a close second). Now, the labels are under the note, so it's even more likely that I forget to label a note, so it won't save. Then when i close it, it ...

Created 13 May 06:02pm

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1 Vote

Notes Tab - Allow Users to Choose Full Screen layout

The May 2025 update change the Notes tab layout in full screen view to top/bottom (details/note body) - Users would like the ability to choose their own default layout (side-by-side or top-bottom)

Created 13 May 12:42pm

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7 Vote

Tag Email Automatically

It would save staff such an enormous amount of time (many hours per week) if Neos could somehow automatically tag emails to the appropriate client file. The client's name is always in the subject or body - Is it possible to create a way that email...

Created 1 May 01:34pm

0