Ideas & Enhancements

1 Vote

Expand Notes column in Notes tab vertically

Would be easier to see the preview of the Notes column if it could also be expanded vertically

Created 16 Mar 14:09

General

0
1 Vote

User would like to be able to have a needles archive folder in SharePoint for their old cases

User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.

Created 09 Mar 21:17

General

0
1 Vote

NEOS User Listserve

It will be nice to have a NEOS User listserve for users to share ideas between firms concerning the best uses and practices in NEOS. Maybe a Facebook group or something of the like.

Created 04 Mar 20:13

General

0
1 Vote

NEOS - Changing Case Field Name

Changing the case field name does not update the locations where it is currently used. It would be nice if it pushed the update out.

Created 03 Mar 21:37

General

0
1 Vote

Neos - Remove the Address from being required

Currently in Neos, when adding a new intake an address must be added. The address is not always collected on the initial call with the client so would be nice to not see this as a required field.

Created 03 Mar 20:05

General

0
1 Vote

Neos - Add Docusign Filtering in Advanced Search for Reports

Neos - Add Docusign Filtering and Columns in Advanced Search for Reports

Created 26 Feb 21:51

General

0
1 Vote

Neos - Time entry toggle for minutes/decimal format

Some firms are used to entering time in decimal format (e.g. entered as ".4 hours") and would like the ability to toggle between entering time as minutes or decimals.

Created 26 Feb 19:24

General

0
1 Vote

Adding Case Dates to Case Type -- Add/Remove should move when scrolling

The add/remove icons should move when you scroll through the list when creating or removing case dates from a Case Type. They currently are set at the top of the form and you must scroll back up the list when you want to add a date.

Created 25 Feb 17:05

General

0
1 Vote

In the case type set up user would like to limit the amount of staff he sees in the assigned to section

User would like to instead of making the inactive, limit or get rid of some staff from the drop down column when in case tab, assigned to field.

Created 25 Feb 16:37

General

0
1 Vote

Fix the current product before adding new features!

Every single time I use the product I get errors which require support and stopping working and lots of downtime. Please please please stabilize the existing NEOS system before adding new features.

Created 25 Feb 11:37

General

0