Ideas & Enhancements

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

Browse documents screen should include the case as a viewable field

The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...

Created 16 Mar 14:24

0
5 Vote

New Accident Info Tab Needs More Info

The new Accident Info tab is a great idea - but its execution is poor as it lacks the fields that are needed for a true "One Look" page. (If this does not contain everything needed then it defeats the purpose. (And has odd fields like Defendant on...

Created 16 Mar 13:28

1
2 Vote

Ability to see when a payment on an invoice is paid from the invoice tab

A date when an invoice is paid should be added to the PAID column of the invoice tab and also a place to record the check no. of the payment.

Created 16 May 18:54

1
7 Vote

Open Checklist Summary

Allow Open Checklist Summary end date to be selected without setting a beginning date. You can set a beginning date without an end date; why not be able to set an end date without having to set a beginning date.

Created 02 Jun 20:49

Checklist

0
5 Vote

iPhone App or Compatibility?

When will there be integration or an app so Neos can be used on-the-go with an iPhone/iPad. Trying to use phone browser is full of glitches.

Created 12 Mar 12:29

0
4 Vote

Dashboard Tiles - When adding new tiles to a dashboard, add them to the bottom. Also add a sort option.

Right now, the dashboard tiles do not hold their position. When you add new tiles, all tiles shift and you have to reorganize them all. Please make it easier to retain layout or add a sort option.

Created 02 Aug 17:53

0
6 Vote

MERGE provider entries, not just replace

Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...

Created 18 Oct 14:31

1
4 Vote

Neos: Report Library - add a column to the report list to show the last time the report was run

This is helpful to help weed out reports that are no longer being used and clean up the report list.

Created 31 Jul 14:55

0
3 Vote

Value Transaction Default Paid By/To by Value Code

Add an option to configure default Paid By/ Paid To for value transactions by value code. Adding transactions via bulk request becomes tedious to specify the Paid By/ Paid To for each transaction. No multi select & edit is available Add transa...

Created 21 Dec 15:08

0