Ideas & Enhancements

1 Vote

NEOS - Customizing Document Details Screen Layout

The ability to customize the documents details screen layout.In the documents tab, the list automatically generates with the type first, then the category. For the details screen to have the category first, followed by the document, this can cause...

Created 17 Feb 18:33

General

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1 Vote

Neos - Case Type Specific Document Categories

Would like the ability to create document categories specifically for different case types as some of the categories would only pertain to those case types.

Created 17 Feb 18:22

General

0
1 Vote

User would like kind as a required field on the negotiations tab

I would like “kind” on the negotiations tab a required field when you open a new case.

Created 17 Feb 16:13

General

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1 Vote

User would like the caseload analysis summary to have a today's filter or specific date

The user would like the report for caseload analysis summary would like a today's day filter. In needles 4 he used to be able to search by a as a certain date that would give him the number of cases for a specific date and pull in all the cases fo...

Created 17 Feb 14:18

General

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1 Vote

Cloud - Sending emails from within Neos

Users would like the ability to send emails directly from Neos instead of having to open up Outlook each time they go to draft an email.

Created 12 Feb 14:51

General

1
1 Vote

Tab specific document searching, so that a document search entry is not universal across all tabs in Neos.

When one navigates to the documents tab in Neos, a single search entry populates across all open neos tabs. It has been requested that tab-specific document searching be added as a feature, so that users can tailor their searches between cases.

Created 09 Feb 17:03

General

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1 Vote

Neos - Add ability to view Appointments in calendar bubble on Word Week View similar to Outlook

Currently in Neos Global Calendar, when viewing events that have lateral events you can only see a few characters in the bubble and it does not wrap the text for the appointment so you have to single select each item you want to see. On the other ...

Created 08 Feb 16:46

General

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1 Vote

Quick-Fill Scrolling

When creating your merge templates, you have to select the provider and value items separately. It would be nice if you could select a value item and pull provider information directly from it.

Created 08 Feb 16:32

General

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1 Vote

Move SharePoint files when changing case folder

It would be convenient for the files in the old case folder to be moved over to the new case folder that is specified when changing the case folder link through the documents tab.

Created 02 Feb 16:34

General

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1 Vote

NEOS Coding Templates to Select Multiple Case Dates

Would like the ability to select multiple case dates when creating a template.

Created 27 Jan 17:10

General

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