Ideas & Enhancements

6 Vote

Neos: Support Tagging an Email while it is in draft

Please add support for tagging an email while it is in draft and delaying the copy of information to the Notes tab until after the email is sent. Currently, the email draft is copied to Neos at the point in time of the tag, so any information adde...

Created 22 Sep 17:55

3
5 Vote

Adding the ability to dismiss notifications

The ability of dismissing specific notifcations so that the user may clean up the notification window.

Created 19 Apr 17:15

0
5 Vote

multiple messaging windows should be available

When taking a message for a case, you should be able to open a new message window without losing the original message;

Created 19 Apr 16:03

0
1 Vote

Add ability to edit note entry #'s

Add ability to edit the note entry #'s so notes can be reorganized.

Created 02 Aug 18:20

0
1 Vote

Add Column under Accounting -> Checks for Case Name or Client Name

The case number is the only case identifier. Please add the client or case name.

Created 02 Aug 17:48

0
1 Vote

Admin ability to add Multi-Select fields

I would like to be able to add a multi-select field to several tabs in our system that reference different parts of the case (like the "Representing" field on the Counsel tab). We use a custom tab for our Litigation Documents - it would be nice to...

Created 01 Aug 18:47

0
1 Vote

Search Results - See Multiple Staff

It would be awesome if we could select multiple staff members in the quick search results (i.e. Attorney and Paralegal). The ability for admins to edit the search results layout would be an added bonus.

Created 01 Aug 18:36

0
1 Vote

Negotiations Tab - Link Documents

Having the ability to link our actual demand to the Negotiations entry would allow for a more seamless negotiation and file organization structure. When the adjuster calls you to negotiate, you can pull up the packet immediately and enter a new ne...

Created 01 Aug 18:31

0
1 Vote

Values Tab - Select what to include in Sett Memo

Our firm does Partial Disbursements often and it causes our Finance team a lot of headache. We have to pull a settlement memo, mark what we are "zeroing out" on that. Go back into the Values tab and zero out what we don't want to pull on the memo,...

Created 01 Aug 18:27

0
7 Vote

Neos - PDF Template Set up

Setting up a PDF template in Neos we currently are unable to select multiple parties from the same case to populate the fields within the template as we were able to do in Needles 4 and Needles 5. It is believed that the functionality extends to o...

Created 09 Feb 18:05

General

0