Ideas & Enhancements

9 Vote

Add Phone number, and email address of who texted to saved note.

Currently inside of Neos, when you send a text message to a client it is saved as a note; however, the phone number and the email of who texted are not saved to this note. This leaves a gap in the information of what phone number was texted and wh...

Created 29 Jul 16:16

1
7 Vote

Send Message button should be on Notes Tab

The best way to communicate with staff is to be able to send a Message (a note) When doing something on a file - a regular note is easily missed and gets lost unless staff are looking for the note in an individual file; By easily being able to sen...

Created 19 Apr 16:01

1
3 Vote

Increase Check # Field Character Limit in QuickBooks Integrator

I was getting a "String too long" error on the QuickBooks Integrator for one of my deposits. After a bit of testing, it seems that the Check # field can only go up to 11 characters. Is it possible to increase how long I can make the check number?

Created 13 Oct 21:16

0
7 Vote

Notes tab should have easy to print report for a date range of case notes

Not easy to print multiple notes in a file

Created 18 Apr 21:50

0
1 Vote

Neos: Messages as Email - Ability to respond and automatically link to the case

It would be very important and helpful for our attorneys to be able to respond to a Neos message email, to the person who send them the message, and have that response automatically tag to the respective case. Sometimes important messages are rece...

Created 10 Jul 15:25

0
15 Vote

Checklist Summary report should default to the staff that is logged in

When running the checklist summary the user that is logged in should be the default selection when running the Checklist Summary report. Currently, I have to de-select the first staff code in the list and select myself. I would normally run this r...

Created 23 Apr 22:12

Checklist

1 Already exists
5 Vote

Medical Records Request - Value Code/Medical Bills dropdown

Users would like the ability to generate a value item from their medical records tab without having to go into actions > add value item and instead use the value code and medical bill dropdowns to automatically assign the value code to the new ...

Created 12 Jan 15:03

0
11 Vote

Ability to have custom buttons in Neos

In Needles, we had the ability to add custom buttons to easily navigate to a court's website without going into a party/provider to click their website. Can this be brought back into Neos?

Created 13 Oct 17:45

0 Unlikely to implement
5 Vote

Ability to merge duplicate contacts in the address book into one contact

It would be nice if there was a way to merge duplicate contacts in the address book. We currently have many, many, duplicate contacts because of the way trialworks transferred over to neos. Some of the contacts have notes attached to them; however...

Created 10 Jan 21:26

3
7 Vote

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.

Created 11 Apr 19:35

Checklist

0