Ideas & Enhancements

2 Vote

Thumbnails of case docs on hover

It would be a huge time saver if Neos could show thumbnails of images and documents when hovering over a file in case docs.

Created 31 Mar 16:48

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

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
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

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