Ideas & Enhancements

2 Vote

Modify Text Styling and Font in User Defined Fields

For instance, we created a user-defined discovery tab. In that, I have fields entitled "discovery dispute" and "discovery notes," it would be very helpful to be able to bold, highlight, or underline things in these fields to draw attention to them.

Created 28 Nov 18:46

0
5 Vote

Reduce unnecessary white space in Note header fields

The Notes tab currently has an excessive amount of white space between the header fields and their labels on the Notes themselves, as seen in the attached screenshot. For users with visual handicaps or disabilities, it can be incredibly difficult ...

Created 03 Jun 15:32

0
5 Vote

Add option to allow minimizing the QB Integrator to the taskbar

The QB Integrator currently closes AND minimizes to the system tray. We'd like to have the option to minimize the integrator to the taskbar so we don't have to keep going into the system tray to open the integrator back up.

Created 03 Jun 15:22

1
5 Vote

Settlement Calculator

Allow the Settlement Calculator to pro rate the settlement amount. Some states allow settlement to be split 3 ways. This would eliminate staff having to calculate the amounts.

Created 02 Jun 20:51

2
5 Vote

Duplication Check when Adding Cases via + New Party

My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a du...

Created 02 Jun 20:20

0
4 Vote

Add a separate permission for "Bulk Actions"

It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.

Created 30 Nov 18:50

0
7 Vote

Capitalized merge templates should capitalize target merge fields in Neos.

Currently Neos does not support capitalized merge templates, like what is shown here: [[ FIRST NAME | CASE.PARTIES.NAME.FIRSTNAME | PLAINTIFF ]] The template must be lower case to work properly. Functionality is being requested that capitalizing t...

Created 04 Jun 14:40

2
8 Vote

NEOS - All Subscriptions button in reporting window.

Currently there are the following buttons: All, All Favorites, and All Report Templates; however, there is no easy way for a client to see all of the reports they are currently subscribed to.

Created 01 Dec 16:02

General

1
3 Vote

Method to Track Deleted Provider Notes

Presently, you cannot audit deletions from provider notes or track deletions of provider notes in the activity feed. This is an important feature. Per Neos support, "After doing some research, it seems as though Neos does not currently have a way ...

Created 25 May 21:48

0
4 Vote

Accounting Tab - Need to be able to delete check requests

Accounting Tab - Need to be able to delete check requests. We are not using the QuickBooks Interface, but our firm still requests checks. We need to have the ability to delete check requests when we are finished with them!

Created 23 Nov 22:04

0