Ideas & Enhancements

4 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
2 Vote

Ability to format case dates on case tab

We are able to add more dates on the case labels tab in case type set up We can modify and format User defined tabs using the case layout manager We should be able to maneuver and format the case dates. As it stands, the case dates niw are nine ea...

Created 13 Jan 15:14

0
1 Vote

Carryover balance on invoice to new invoice if not paid.

If you have an outstanding invoice with an amount due and run a new invoice for new time generated, the new invoice should bring forward the previous balance and add it to the balance owing for a total due.

Created 14 Jan 21:06

0
1 Vote

Be able to post a partial payment to an already created invoice

Once you create an invoice and send to client, we need to be able to post a partial payment to the invoice as some clients can't pay the entire balance at one time.

Created 14 Jan 21:05

0
1 Vote

Same client multiple cases

If there is a client that has more than one case and searching the name in the search bar, if there are multiple cases, instead of having the number 2, each case should be a drop down.

Created 14 Jan 18:41

0
1 Vote

copy sharepoint link from docs tab

In order to get a Sharepoint link to a specific case document, we have to open in Sharepoint from the CaseDocs tab. Would be nice to be able to generate the SP link from Neos.

Created 13 Jan 17:36

0
6 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

0
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
4 Vote

Ability to add user defined fields to case header

It would be very helpful to be able to add any field (user defined fields) to the case header.

Created 09 Jan 19:08

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