Ideas & Enhancements

3 Vote

Color coding for when Minor or Deceased statuses are checked in Neos

Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...

Created 09 Feb 17:05

General / Search

0
3 Vote

Dashboards - Auto-Update Date Filters

If a firm is using date filters that are not pre-set, the filters should update on a daily basis so the firm does not have to update them every day.

Created 08 Feb 16:39

General

0
3 Vote

Ability to add more than one mailing list at a time

No description provided

Created 05 Feb 15:29

General

1
3 Vote

Value Tab (MEDICAL)

It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...

Created 04 Feb 14:16

General

1
4 Vote

Change Calendar Default View

From Roberts & Roberts When viewing the calendar, would it be possible to see more information for each appointment? Right now for created appointments, we can see Subject, Type, and Party. If possible, staff members would like to also see...

Created 30 Oct 20:21

General

0
3 Vote

Filter Report Results

When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...

Created 01 Feb 21:49

General

0
3 Vote

Neos - Case Folder Link Relocation

After the last patch, Neos had moved the case folder link from the case tab to the Case Docs tab, this is more steps in order to navigate to sharepoint, and makes the process longer. Please revert this change and put the case folder link back on t...

Created 27 Jan 14:34

General

0
3 Vote

Neos: Ability to print Case Docs and Records tab

Currently, if you're using the browser print feature to print what's on the screen for Documents and Records tab, it does not show the data. It would be nice to have the print capability for these screens to display what has been entered for each ...

Created 07 Jan 19:08

General

0
4 Vote

Needles Post and Sent

Posting Of Emails entries should be as easy as texting with no discretion by the user. Automated Automatically.

Created 23 Sep 13:59

General

1
4 Vote

Search Screen Add Staff 2 under Cases

Add Staff 2 to the Sreach screen as a Search By criteria, as a column about Cases and as a Column Chooser.

Created 23 Sep 13:51

General / Search

0