Ideas & Enhancements

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
3 Vote

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...

Created 30 Apr 15:29

General / Search

1
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

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
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