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
1 Vote

Allow duplication of a case note in the main notes a feature that can be turned off. This duplication is unnecessary and clutters up the main notes.

No description provided

Created 17 Jan 15:21

0
1 Vote

Abiliy to add a second settlement item with separate itemized Due to firm and case expense items.

For some cases, we may have a case that has two settlements. First, a UM, and a UIM. We would like the ability to add a second settlement, with separate value items and deductions. This way, we could keep record of both settlements and value items...

Created 17 Jan 14:37

0
1 Vote

Allow for additional columns on list tabs

There should be an option to rename or otherwise allow for additional columns on the non user defined list pages. This would allow users to additional information that is most useful to the user

Created 17 Jan 14:08

0
1 Vote

Print out entire case with all tabs

We would love the ability to print all tabs in Neos so it would make a large case file.

Created 15 Jan 21:01

0
2 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
2 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
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
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
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