Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
16
Already exists
×
Unlikely to implement
10
Planning to Implement
3
In Development
1
Shipped
54
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
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
2
Vote
Add option to add provider from a blank search
I cannot add a new provider from the search screen. Once I complete the search and nothing comes up there is no button to add.
Created 15 Mar 14:35
General / Search
0
2
Vote
Allow Users to Access All Bookmarks without Having to Switch Tabs in the Word Add-In Drop Down Menu
It would be helpful to have access to the whole suite of bookmarks in the Microsoft Add-In without having to constantly go back and forth on the drop down menu to land on the correct tab. This makes template creation tedious and take a whole lot l...
Created 14 Mar 19:46
General
0
2
Vote
Highlighting text search information
When doing a text search report it would be nice if it would highlight the search words.
Created 12 Mar 19:48
General
0
3
Vote
Change default search type to "contains" vs. "begins with" (in grids)
"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.
Created 10 May 15:57
General
0
2
Vote
Document Template - Negotiation Amount Tag Incorrect. Pulls by Adjuster Name vs. Amount
The negotiation amount tag does not display the amount as it indicates. Instead it lists the adjuster's name for each entry in the negotiation tab making it trial and error to select the correct/latest offer. This letter is used when staff runs se...
Created 11 Mar 23:14
General
0
2
Vote
NEOS- Display Multiple Time Zones on calendar items
Enabling multiple time zones will allow multi coastal firms to more easily manage appointments
Created 11 Mar 19:55
General
0
2
Vote
Suggested layout adjustments
1. The fields and data boxes should be more visible (greater contrast) so you can see everything better. 2. Also, the spacing between the lines of data could be much closer together so you don't have top scroll so far down the page for info tha...
Created 11 Mar 14:11
General
0
3
Vote
add a quick access button for search to toolbar
so you dont have to press search tab then click on the blank to search.
Created 07 May 20:42
General
0
« First
‹ Prev
…
27
28
29
30
31
32
33
34
35
…
Next ›
Last »