Ideas & Enhancements

3 Vote

The "Send Email" Button in the Notes Tab Should Have More Info Filled In Initially.

In notes tab, when you hit "Send Email" at the top right, the window pops up. All of the information is blank though. The subject line should be filled in to include at least the case name and number. Also, the dropdown email should include all pa...

Created 07 Aug 14:57

0
2 Vote

Printing all value tab entries again instead of 50 items at a time

We used to be able to be in a value tab, go to actions and hit print and the entire list would print. Now it only prints 50 items. For cases that are years old, there are way more than 50 items. Why would that be taken away? It just creates more w...

Created 12 Jan 14:32

0
6 Vote

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...

Created 18 Apr 14:34

2
4 Vote

ability to select certain value items in a settlement memo

Some bigger cases we get a partial payment. So instead of zeroing each value items that you don't want to include in settlement summary let us select items to include in settlement memo (same situation for Med Pay payments or TTD)

Created 28 Feb 14:34

1
10 Vote

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...

Created 20 Jul 16:08

General

2 Future consideration
3 Vote

Email Tag - Search by File Number

It would be nice to be able to change the default search fields when tagging an email to Neos. To be able to search by "File Number" would be very helpful for us. That is the commonly used search number that we use for multiple programs.

Created 04 Aug 19:09

0
3 Vote

Active cases only

When selecting a client with multiple cases, the active one is selected not a closed one. If there are two active cases then a pop up will occur to allow for the selection of the case you want.

Created 04 Aug 13:13

0
8 Vote

NEOS - Search results - Most Relevant

Would like it if the search results would have the option to show the most relevant items matching what was searched, i.e. Ross would show anyone with the surname ross rather than starting alphabetically at items similar or containing the string '...

Created 28 May 17:41

Search

0
4 Vote

Remove auto population from the new Message screen.

As it exisits now, the auto population feature for messages in Neos is backwards. Depending on what field you begin with, incorrect information is being presented and/or replacing desired information. Example: When a caller is listed, their phone ...

Created 24 Feb 20:23

0
8 Vote

Make Filters and Text Selection match first letters typed. Right now, if you type "LIT" you get "Fatality" rather than "Litigation" because fatality is first alphabetically.

No description provided

Created 25 May 15:10

0