Ideas & Enhancements

1 Vote

remove name autopopulate in the search field of browse documents

As of right now the user name automatically populates in the user search field in the browse documents tab in neos. As many firms have someone who handles all intakes, this makes them complete an unnecessary search step. this should be either blan...

Created 30 Mar 15:31

General

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1 Vote

Direct Line option

There is an option under "phones" in the providers for "Pager" which nobody owns and/or knows what that is anymore, but there's not an option for "Direct Line".

Created 29 Mar 19:14

General

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1 Vote

Please Delete - Duplicated

Duplicated

Created 26 Mar 19:53

General

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1 Vote

Reports: show "active" vs. "inactive" case types

would allow for faster report writing

Created 26 Mar 17:32

General

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1 Vote

Ability to rename "User Defined Fields" Category

It was understood in Needles that anything past a certain line was user defined data. In NEOS they titled the section "user defined fields" - seems silly. Would be great if we could rename the section to what it actually is instead of seeing "user...

Created 26 Mar 17:25

General

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1 Vote

Move or turn off the "How Did You Hear About Us?" Field

This field is limited and misplaced. It would be better placed next to the intake data, but this field is limited so not really helpful. We should have the ability to turn off standard fields.

Created 26 Mar 17:22

General

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1 Vote

Move the Reassigned Date next to the "referred to" box

No description provided

Created 26 Mar 17:07

General

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1 Vote

Tagging Encrypted Emails

It would be beneficial to us if we could use the email tagging add-in to tag encrypted emails into Neos.

Created 25 Mar 18:15

General

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1 Vote

Allow you to select more than 30 checks to export

I've search but cannot seem to find a way to select more than 30 checks to export at a time. I sometimes have multiple checks and have to export them in sections. I would like to export them all at one time.

Created 25 Mar 15:46

General

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1 Vote

Intake Permissions based on assigned

Have the ability to limit an intake that is assigned to that person not who created it. Currently, if you have the permissions of yes to all of "My Intakes" for staff "ABC" and create an intake from ABC, they can view it. But if person "XYZ" creat...

Created 24 Mar 14:49

General

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