Ideas & Enhancements
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10
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Add option to open PDF's in the Adobe Acrobat browser version
Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Created 26 Mar 19:28
0
4
Vote
Change ALL Calendar Item Status When Case Settles
We used to be able to change the status of all future calendar entries automatically when the case class changed to "Settled." Now, each entry has to be individually opened and modified. Calendar reminders continue to be sent even though a case ha...
Created 28 Mar 14:03
0
4
Vote
Add option to auto delete tagged emails within the Outlook add-in
Add the ability to delete tagged emails similarly to the option offered in Trialworks for filled emails.
Created 26 Mar 15:08
0
2
Vote
Flag Activity Feed
The addition, change, or deletion of the flag should be shown in the activity feed.
Created 28 Mar 20:27
0
69
Vote
Synopsis screen during search
Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...
Created 14 Feb 16:19
5
16
Vote
Value category should automatically transfer into DFT
The value category selected in the case expense entry should automatically transfer to the DTF.
Created 12 Mar 19:27
1
1
Vote
need to mark "Trust" value code inactive
I need to mark "Trust" value code inactive, but I'm unable to mark inactive or edit that value code in any way. Our firm does not use LawPay or invoices. We do not want "Trust" to show in the list of value code options because we will never want t...
Created 28 Mar 20:48
0
1
Vote
Intake Pro Individual Seat Pricing
There are only two people in my office that would benefit from Intake Pro. I think it should be sold by seat, not require the entire office to upgrade.
Created 28 Mar 20:25
0
1
Vote
Add ability to print note from side pane
Currently you have to open a note to full screen in order to access the print button, it should be available via the pop out screen as well, so you don't have to open full screen.
Created 28 Mar 16:13
0
1
Vote
File Explorer
Be able to use the file explorer. The whole tag thing is pointless.
Created 27 Mar 15:16
0
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