Ideas & Enhancements

2 Vote

NEOS - Document Template Preview - Hide ID behind hoverable icon

A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...

Created 10 Dec 14:45

General

0
2 Vote

Search ability for Mini-Directories.

Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...

Created 09 Dec 19:32

General

1
2 Vote

NEOS - Negotiation Tab - Add ability to hover over Notes column to see entire notes

On the Negotiation tab, add the ability to hover over the Notes column to have a Note pop up, such as on the Notes tab

Created 08 Dec 14:19

General

0
2 Vote

Neos - Add 'Policy Number' as a search Option

Add Insurance Tab 'Policy Number' as a search option

Created 08 Dec 14:15

General / Search

0
2 Vote

User would like the ability to search for items in the Police Tab list by Accident Report Number

User would like the ability to search for items in the Police Tab list by Accident Report Number

Created 03 Dec 20:23

General / Search

0
2 Vote

Neos - Permissions/Notes - Add permission to block users from changing Note Date/Time

Firm woudl like to stop users from being able to change the Date/Time of a note for auditing purposes

Created 03 Dec 17:05

General

0
2 Vote

Neos - Firm Preferences - Ability to Add multiple addresses and designate 1 as primary/principle address

Many firms have multiple addresses. Under Firm Preferences, it would be helpful to ahve the abhility to add mulltiple addresses, but be able to designate 1 as the primary. This could be helpful in merge template coding as well.

Created 03 Dec 15:12

General

0
2 Vote

Neos - Ability to Mass Update Template Set Up - Document Category & Type Fields

It would be helpful to have the ability to mass update the Document Category under Template set Up. Right now, you have to go into each individual item in order to update the category. Settings>Templates>Choose A Document>Choose CAtegory ...

Created 03 Dec 15:10

General

0
2 Vote

Send the Triage Reports to Law Firms

Per Amanda Mello (Amanda@Orabonalaw.com) at Orabona Law Offices PC: This would keep firms from creating tickets for issues, because they currently assume that they can complete tasks that are listed in the triage reports.

Created 06 Nov 14:45

General

0
2 Vote

Link to SharePoint from CaseDocs tab, not Case tab

Would be helpful to be able to access the sharepoint folder form the Case Docs tab, rather than having to navigate away to the Case tab.

Created 28 Oct 14:43

General

0