Ideas & Enhancements

9 Vote

User would like to have a label on providers when searching to see that intake has been rejected

Instead of going in to intake manager and click rejected they want it to appear in the main search when looking up a client or provider.

Created 19 Jan 21:15

General

0
2 Vote

Default to General Notes Tab

We just started using texting and that adds alot to the "all notes" we would like of we could default to the general notes tab. OR, if texts would only be saved to the text message tab and not both text and all notes.

Created 16 Jan 20:38

0
2 Vote

Copy name and address

This option works for a provider only. Please add this feature to any client.

Created 16 Jan 17:53

1
4 Vote

Autofill Recipients When Emailing a Note

The ability to automatically have the Recipients field be filled with a preset of emails would hasten the process for firms that need to frequently send emails internally. Example: You need to email 5 users in your firm and send them a Note from N...

Created 09 Mar 15:44

1
4 Vote

Global Unique Document Numbering

We were using eDOCS before and our firm utilized unique document numbers on each file that would be referenced for quick searching. We really want this back and I think all that would need to be done is have code set that keeps track of a number i...

Created 09 Mar 14:35

0
1 Vote

Insurance Tab Notes

We believe it would be beneficial to have the insurance section set up just like the value tab when it comes to notes. Being able to add notes directly to the insurance company that we are dealing with and having those notes filter to the general ...

Created 20 Jun 21:28

0
1 Vote

Neos Add in- update log in field order

Update log in page of Neos add-in to match new Neos log in page order - Company ID, Username, Password

Created 20 Jun 14:41

0
4 Vote

Save/add files to Neos when saved/added to Sharepoint/OneDrive

Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...

Created 07 Mar 19:31

0
10 Vote

Ability to tag email with a phone number search

Currently, can search by name, email and case ID but if receiving a message back from a text it would be easier to look up with a phone number search.

Created 07 Aug 13:57

Search

1 Already exists
4 Vote

DocuSign Intake Action

You should be able to access DocuSign through the Intake Action button. This would make it easier for an intake specilist to send a retainer package to a new lead.

Created 03 Mar 16:30

0