Ideas & Enhancements

29 Vote

Employee Action Tracking

Audit on Employee actions above Audit Reports

Created 22 Apr 18:15

Auditing / General

0 Future consideration
11 Vote

making certain fields within Neos required

we would like to have specific fields within Neos. the list is below. Last name is required already, can we make first name a required field? General information page Can Date of incident be made required fields? Can court name be made required fi...

Created 19 Mar 15:56

Auditing

2
7 Vote

Activity Feed expansion

The Activity Feed is a wonderful and powerful tool. This would be highly beneficial if the activity feed was able to expand across the entire database. This would give a firm the ability to track all activity at any point in time for anything in t...

Created 16 Apr 00:01

Auditing

0
6 Vote

Allow subscription of report in PDF legacy format

Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...

Created 15 Dec 19:26

Auditing

0
6 Vote

Show client names when searching provider usage & create report

When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...

Created 14 Dec 14:57

Auditing

0
4 Vote

Add dormant filter to search screen status

We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.

Created 02 Mar 18:25

Auditing

0
3 Vote

Track staff productivity by adding a keystroke counter

This is useful for a manager/owner to track what their staff are doing when they are working remotely.

Created 07 May 19:30

Auditing

0
3 Vote

referral Tracking

This will help keep track of referrals and fees owed.

Created 16 Sep 18:20

Auditing

0
2 Vote

Neos - Dashboards - add ability to Filter by 'How Resolved' under Insurance

Need the ability to filter by the field 'How Resolved' on the Insurance tab when creating a custom tile. Primary Record: Insurance Select Filters: add option for 'How Resolved'

Created 03 Dec 16:55

Auditing

0
2 Vote

Neos - Dashboards - Be able to edit Chart Type after creating a tile

After you create a tile and save, you are unable to edit the Chart Type. It would be great to be able to do so in order to change the view of the data.

Created 03 Dec 16:52

Auditing

0