Ideas & Enhancements

84 Vote

Please add the ability to include birthday with managed mailing lists in MailChimp

In order to send emails or text messages through MailChimp on birthdays, the birthday needs to be sent to MailChimp. This was stated as a future feature in the MailChimp knowledge base article and we would like it to be implemented for a campaign.

Created 9 Jun 02:13pm

1
1 Vote

Layout Manger having a static/note/sub-section that doesn't need a type to fill out.

This would make the sections of each box more organized and clearer to input information that any team would need to fill in the correct information. Organization is the key to

Created 15 Jul 05:46pm

0
2 Vote

Activity Feed Checklist Description

The activity feed only shows the item code as the description (see attachment). It would be infinitely more helpful if the activity feed would display the name of the item that was completed rather than the code, e.g. "initial call" rather than "C...

Created 14 Jul 01:43pm

0
13 Vote

NOTES SECTION TOO SMALL

Please please please go back to having the note section expanded. The box provided is way too small, and there is no way to maximize the box. The point of opening the full "details" section of the note is to be able to view the screen in full. The...

Created 24 Jun 12:04pm

0
5 Vote

Time entries: Unable to bulk update rates

We can bulk update almost all aspects of time entries. We should have the ability to update the rate as well if this ever changes for our cases. This would be extremely helpful

Created 7 Jul 02:02pm

1
4 Vote

Neos Reporting: We would like the ability to track and report on how long a case has been in each class (by code)

This will be very helpful to track a case's progress or lack thereof. There can be many options for this functionality.

Created 8 Jul 12:31pm

0
15 Vote

Updating existing data in one case, Neos automatically updates the data across all companion cases.

If an adjuster, for instance, is changed for a case, in which there are companions, there is no quick or efficient way to update the new adjuster (or any data) in all related cases. Currently there are only two options: 1. Manually update each cas...

Created 16 Jun 03:23pm

0
167 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 5 Jun 08:20pm

25
13 Vote

Allow a sort or filter for when cases are assigned to staff

It would be helpful to know what cases are assigned to staff members and when they were assigned so they can create a chronological report so they know which cases were most recently assigned to them. This could be done through a new column in adv...

Created 13 Jun 02:24pm

0
87 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 04:03pm

28