Ideas & Enhancements
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3
Vote
See when an e-mail is posted to Neos
I would like to see that a staff member posted to Neos without me having to go to Neos to see if posted or not. This would save me a lot of time.
Created 21 Aug 12:57
0
9
Vote
BRING BACK THE BULK ACTION ITEM FEATURE ON CALENDAR
BRING BACK THE BULK ACTION ITEM FEATURE ON CALENDAR. WE SHOULD NOT HAVE TO WASTE TIME CLICKING ON EACH CALENDAR ITEM TO BE DELETED.
Created 14 Jun 19:56
0
16
Vote
Add option to open PDF's in the Adobe Acrobat browser version
Opening PDF's in Neos will lead to the PDF in SharePoint instead of opening in a separate Adobe Acrobat browser even while the Adobe browser extension is enabled.
Created 26 Mar 19:28
0
49
Vote
Neos | Case Header now hides most fields by default unless maximized.
The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Created 16 Mar 17:54
8
17
Vote
Value category should automatically transfer into DFT
The value category selected in the case expense entry should automatically transfer to the DTF.
Created 12 Mar 19:27
1
6
Vote
Representing in Counsel Tab
I would like to be able to run a report of the counsel list and have the attorney and defendant listed on the report. Right now the defendant can not be listed.
Created 16 Jul 15:48
1
25
Vote
Email from case, add assigned staff to list of emails, allow CC and BCC.
Email from case, add assigned staff to list of emails, allow CC and BCC.
Created 06 Dec 17:43
4
12
Vote
Provider name does go to memo lines in QB when sending over deposits from Integrator
When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...
Created 06 May 13:30
0
5
Vote
Neos: Add a permission to limit who can modify closed cases
This is imperative to prevent staff from modified data after a case has been closed. We need to keep intact settlement information without someone making changes after final accounting has taken place.
Created 26 Jul 14:09
0
25
Vote
To have staff emails auto populate in the drop down along with the parties email in the case notes section
To be able to select staff email in the drop down in notes, instead of manually inputting email every time
Created 29 Nov 17:18
6
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