Ideas & Enhancements
Add a new idea
Filter by status
Future consideration
1
Already exists
0
Unlikely to implement
0
Planning to Implement
0
In Development
0
Shipped
×
Filter by category
Accounting Integrations
×
31
Auditing
×
15
Calendar
×
5
Case Tabs
×
4
Case Docs
×
0
Notes Tab
×
0
Party Tab
×
0
Provider Tab
×
1
User Tab
×
2
Value Tab
×
0
Checklist
×
82
Companion Cases
×
2
Dashboards
×
0
Document Generation
×
5
Document Management
×
8
General
×
577
Intakes
×
2
Integrations
×
81
Layout Manager
×
1
Messages
×
35
Notes
×
0
Quick Actions
×
0
Reports
×
1
Custom Reports
×
0
Standard Reports
×
0
Search
×
67
Settings
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
2
Vote
Neos - Add additional dashboard refresh rates
Add more Refresh Rate Options to dashboards - ex: 30 minutes, 1 hour, 4 hours ,etc.
Created 03 Dec 16:45
Auditing
0
1
Vote
Office Location Columns for Reports
Columns that show the office location cases are assigned to would help larger firms with multiple offices keep track of things.
Created 14 Apr 14:05
Auditing
0
1
Vote
Allow grouping in advanced report by primary staff code
In the advanced search feature, you can group by all different columns except for the primary staff code. It would be beneficial if we could group by primary staff code for reporting/auditing purposes.
Created 25 Jan 13:01
Auditing
0
1
Vote
Transaction History
Would like the ability to keep track of staff activity within the NEOS program .
Created 25 Nov 18:48
Auditing
0
1
Vote
Reports by Originating Attorney
It is useful for intake, case audit and marketing.
Created 08 Jun 20:16
Auditing
0
« First
‹ Prev
1
2