Ideas & Enhancements

2 Vote

When changing Case Type drop down in intake, don't erase all entered data

If you enter information on a new intake or change information such as addresses for a previous caller in the system, Neos often erases any entered data when the "case type" drop down is chosen or entered. Yes, it is best to get the case type befo...

Created 10 Feb 22:23

General

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2 Vote

Neos - Ability to update status on calendar invites from outside sources

It would be nice to be able to update the status of a calendar invite that came from an outside source, such as a Teams meeting or an invite from a third party that is not activated in Neos.

Created 08 Feb 19:42

General

0
2 Vote

Dashboards - Add Option to exclude Dormant Cases from Checklist Dashboards

Add the option to exclude dormant cases from checklist specific dashboards - currently the dashboards will pull checklist items for dormant cases

Created 08 Feb 16:40

General

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2 Vote

Make the standard "How did you hear about us?" field editable and reportable

Currently, the "How did you hear about us?" field under General Information in the Case tab on all cases cannot be edited or pulled into a report in any way. This field should be a mini directory that can be edited - perhaps under the Mini Directo...

Created 04 Feb 16:04

General

1
2 Vote

Neos FirmSession.FirmLogo tag image is too small

Regardless of the size imported into the Firm Logo image upload field, the resulting tag image in generated documents is too small, and it also loses resolution if dragged to fit the width of a page. Lovett Law Firm updates their letterhead almost...

Created 29 Jan 19:33

General

1
2 Vote

Ability to access HTML files from SharePoint

Our Social Security client rely on documents directly from the SS website. They can download a .zip file of all client documents, which includes an Index file. This Index is not accessible from the client folder in SharePoint. Known Clients affect...

Created 26 Jan 23:00

General

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2 Vote

Allow Companion Case Folders to be Nested in Main Case

Currently, this is not possible, if you were to change the case folder for a case that is apart of a Companion group it will change all the case folder links to that one folder; however, whenever you have them seperated from the companion group an...

Created 20 Jan 16:24

General

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2 Vote

Noes - Value Tab = Service Dates should be all 0's

When creating a value tab item, it should have all 0's as the service dates - right now it defaults to todays date

Created 19 Jan 22:07

General

1
2 Vote

Neos - Remove Report Category based off of the Special Permission Exceptions.

Suggestion: Whenever a user has the permission to view reports but doesn't have the ability to run specific reports due to their Special Permission Exceptions for reports, the tab inside of Neo's Report Tab should not show the category. Current: C...

Created 19 Jan 16:01

General

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2 Vote

Neos - Document Tab - Folder View - Add Multiselect to allow file names, and types to be changed.

Current in Neos, you are able to select multiple files in the File View of the Documents tab; however, whenever you change to folder view you are not able to change the file name, category, or type. Due to the way a lot of firm's are set up, they ...

Created 15 Jan 20:32

General

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