Ideas & Enhancements

5 Vote

Attach document to calendar item

There should be the option to attach a document to a calendar item. We use this a lot with different types of events (ex: deposition notices to the date of the event); this eliminates our secretary from having to do extra work by searching the doc...

Created 11 Feb 18:27

General

0
5 Vote

Neos - Allow selection of Text Message domain when sending texts

Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...

Created 10 Feb 22:09

General

3
5 Vote

Allow the option to keep specific options as defaults in drop down menus

Allow the option to keep specific options as defaults in drop down menus, such as the negotiation type in the negotiation tab as an example. It defaults to insurance very time. An option to keep it at a specific one per user would be nice.

Created 04 Feb 18:16

General

0
6 Vote

Cloud: Allow name search by first name.

From: skylar@barreralawfirm.com He doesn't want to have to type ", space," then the users first name in the search bar. This will make name searches much faster and easier.

Created 28 Apr 19:28

General / Search

0
5 Vote

Allow Subscribed reports to update date fields each week they are generated

If reports are designed to show the information for the last week, can subscribed reports automatically update to show the next week each time the report is generated. So on Monday Feb 1 it will pull all opened cases from Mon Jan 25 to Sun Jan 31....

Created 27 Jan 19:46

General

0
5 Vote

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.

Created 20 Jan 19:48

General

0
7 Vote

The Search box is too short for the font style.

The Search box is too narrow for the font style. It cuts off the tails from lowercase letters. Sometimes, when I come back to the box after being called away on another task, I have to do a double-take and ask myself, “Did I type a g? Or was it a q?”

Created 08 Jul 14:15

General / Search

0 Unlikely to implement
7 Vote

Ability to change/edit Case Header

Have the ability to change the header to display additional or other bit of information. Things such as DOB should be able to be added into the header

Created 31 May 21:01

General

1
5 Vote

tab key functionality and arrow keys in Neos like you were able to in Needles.

In older versions of Needles clients were able to tab and use the arrow keys to navigate easier. This functionality seems to be missing from Neos and would be very useful in navigating the different screens and increasing work speed for multiple c...

Created 10 Dec 18:44

General

1
7 Vote

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance ma...

Created 16 May 16:50

General

1