Ideas & Enhancements

5 Vote

Add a way to take a case out of Litigation status without deleting all of the Lit Checklist items

It seems that the only way to get a case out of litigation status is to delete all of the litigation checklist items. There should be an easier way to do this that would preserve the Litigation checklist items but return the case to "open" status....

Created 13 Jan 15:26

0
142 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
61 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 15:50

28
59 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

25
7 Vote

Adding "Linked Documents" Feature to Default Tabs

We would like for NEOS to add the "Link Documents" feature to at least the "Insurance" tab, as it makes it much easier for staff to find important insurance documents.

Created 08 Jan 21:39

1
57 Vote

Ability to Click and Access any Checklist Item Displayed as Due on the user's Neos Calendar

While it is great having Checklist Due Dates push to the Neos calendar, it would be more efficient, helpful and useful if the entry was clickable to access the checklist item for updating the status, due date, etc. Currently, the checklist due dat...

Created 11 Oct 16:01

24
1 Vote

the ability to create alerts by topic to monitor new ideas

on the up side, this ability to submit ideas and vote on them is terrific, but on the down side, it requires a lot of time away from our practice of law, therefore, since this all runs on a library table, I suspect, then it should be easy to allow...

Created 18 Jan 20:03

1
1 Vote

auto mark as "read" all notifications in a thread

if there is a thread like text or email and you read them all as they appear as a group in the thread, then all the separate notifications that are part of the thread must be automatically marked read otherwise you have to open and close all dozen...

Created 18 Jan 19:58

0
8 Vote

Allow the saving of messages to multiple cases

When you have companion cases it may be necessary to save a message to multiple cases at the same time. It is doable now but it takes a lot more work and clicks to go to the notes section and copy to the companion case(s).

Created 02 Jan 21:41

1
4 Vote

Add company letterhead feature to Neos for SharePoint document printing.

Microsoft is starting to block third-party print drivers used for printing Letterhead on office copiers with its latest 24H2 update. This is being implemented because of security concerns with these third-party drivers.

Created 09 Jan 20:38

0