Ideas & Enhancements

12 Vote

Revert Notes Format to the Way it Was Prior To Release

The change did not add anything other than making workflows different.

Created 20 Mar 14:46

4
1 Vote

Calendar - auto add assigned staff to attendees field

For Case Calendar, please add an option to auto populate the Attendees field with all staff assigned to that file. Our firm requires calendar events to be sent to all the attorneys, paralegals and assistants who work on the matter. This requires u...

Created 28 Mar 17:22

0
1 Vote

Stamps.com fix the "service date" when adding to the Value Tab

When using Stamps.com and creating a value item, the service date should match the mail date. Currently the service date remains blank on the value tab item. You must manually go back to add the service date after you create the envelope.

Created 28 Mar 14:36

0
7 Vote

Give Email Subject Line Options that include Insurance Claim Numbers

Neos now auto fills the email subject line with the Neos case number, but almost every insurance company requires that the subject line be only the insurance company claim number. That is how the message gets into the right file on their end. They...

Created 20 Mar 16:33

0
2 Vote

Add the Ability to Include Company Name in Stamps.com Postage

No description provided

Created 26 Mar 16:03

0
156 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
1 Vote

Color code the calendar

We at a glance would like to know if an calendar or project event is completed at a glance with out having to open it or hoover over it, like needles did. Thank you!

Created 27 Mar 18:50

0
2 Vote

In Document Drop downs for provider or Medical Record Request, put names first so the drop down is easily identifiable

In Document Drop downs for provider or Medical Record Request, put names first so the drop down is easily identifiable If we code for a record or medical request drop down in a document template, the drop down items will show in a variety of diffe...

Created 25 Mar 14:41

0
4 Vote

Ability to Report On Linked Records Entries

It would be useful to show all entries in a user defined tab that have a document linked to them. This would lead to better reporting overall for Neos.

Created 20 Mar 16:06

1
75 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

26