Ideas & Enhancements
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Neos - Add ability to have instructional text on tabs
In N4/N5 users could add instructional text to tabs in the tab set up - this would be to provide instructions to staff on how to enter data on the screen. The text would display above or below actual data entry fields.
Created 30 Mar 17:41
General
0
3
Vote
Add Ability to Search By Anything on Case
Add ability to search by strings of numbers or other data on a case from the Search tab
Created 18 Jun 20:41
General / Search
0
2
Vote
Alternate AKA's
It would be great if you could add multiple AKA's. It's not uncommon for people to marry multiple times and/or to have really long names, or hyphenated names. Allowing for multiple AKAs would allow for better client tracking and less erroneous ent...
Created 24 Mar 16:00
General
0
2
Vote
Bold Face Categories
It would be great if we could bold face the subcategories in each Tab so they stand out as you're scrolling through the page.
Created 24 Mar 15:58
General
0
2
Vote
Value Tab
Please add a column where we can select "Paid By" to be included in the viewing option
Created 22 Mar 19:26
General
0
2
Vote
Bulk change of Document Type on Case Docs Tab
Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded. For example someone mistakenly uploads multipl...
Created 20 Mar 18:54
General
2
2
Vote
The option to copy the memo from a Case Expense item to DTF
Would like the option to copy the Memo from a case expense item to a due to firm item within Neos
Created 17 Mar 19:36
General
1
2
Vote
Add phone number field to General Information that appears when you search for a party
Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Created 17 Mar 17:22
General / Search
0
2
Vote
Ability to click/drag open windows to reorder them
It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...
Created 17 Mar 15:46
General
0
2
Vote
Neos - Search Provider Notes
The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.
Created 15 Mar 17:31
General
0
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