Ideas & Enhancements

1 Vote

Adding the Option to Change Default Calendar View via Staff Profiles

They would like to have the ability to set the view and settings of the calendar per person to show the specific calendars selected, in the month/week/day/agenda view of choice like they had in N5. It has been found to be tedious to have to resele...

Created 17 Dec 21:19

General

0
1 Vote

Neos: Have preparer's initials in lower case letters when generating doc from case and intake

When generating a document for a case, the preparer's initials are always lowercase, however when generating a document for an intake it places the initials in upper case. It would be best to keep this uniformed with the initials placed in lower c...

Created 15 Dec 22:14

General

1
1 Vote

NEOS - Addins - Change the look of how lists export to document - On behalf of Melonakos

By default the lists generated by the neos are styled in a white and gray theme, and it's not very appealing. It would be extremely useful to be able to change this style when coding the template, so we don't have to export document, and copy and ...

Created 09 Dec 16:48

General

0
1 Vote

NEOS - Add-in - Allow date formatting for lists

I would like to format the dates which I am adding into a list with the NEOS word add-in. Currently, we can only format tags, but not dates that which are being exported to a list. The default format looks like: July 31 2020, and is typically not ...

Created 09 Dec 16:35

General

0
1 Vote

Click into case from Neos Message

We should be able to add plain text in the design editor to give information and instructions on filing out information in the case. We have the ability to insert legacy text from our Needles 5 but not create new fields with just text.

Created 09 Dec 12:48

General

0
1 Vote

Neos - Advanced Search- Allow for Subgrouping

In the advanced search - should allow for sub groupings - grouping inside of a grouping, so if I grouped by Case Type, I can then also group by another column such as setttlement amount count.

Created 08 Dec 15:50

General

0
1 Vote

User would like to able to follow up on notes in the notes tab

User would like to be able to follow up on notes in neos. They would like something like a follow up button or create a task for notes to be followed up on by date and time.

Created 08 Dec 13:46

General

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1 Vote

User would like to be able to edit stop time in a time task without editing time spent

When clicking new time task he put in the start time and it calculates. He has to change the time spent. he would like to be able to adjust the stope time.

Created 04 Dec 20:25

General

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1 Vote

Noes - Permission Groups - Display Names of Users in Permission Groups for easy access

In permission group settings now, the default is to show the number of people in the group, and you must open the dropdowqn adn scroll through to see names of users. For larger firms, the user list is longer. It would be easier to just see the nam...

Created 03 Dec 17:13

General

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1 Vote

Neos - Dashboards - Add options of Count, Sum, or % listed on Bar Charts

On bar charts int he dashboards, it would be great to add the ability to see Count, Sum, or % when hovering over the chart

Created 03 Dec 16:46

General

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