Ideas & Enhancements

4 Vote

Custom message inbox folders

Add ability to create custom named inbox folders in your message inbox for easy saving and organization of messages

Created 20 Oct 14:11

0
10 Vote

Search Criteria

Search Criteria - Display clients with open cases only check box.I search by name a lot. We have about 150 clients with the last name jean*, 277 open cases and and over 7000 closed cases. Std search offers no filters (Unable to get a filter window...

Created 19 Apr 18:13

General / Search

1
4 Vote

Ability to duplicate more than one document at a time (Document Tab)

There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.

Created 18 Oct 17:13

0
4 Vote

Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly

In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...

Created 17 Oct 18:24

0
10 Vote

Add BCC to Needles Messages

Add BCC to Needles Messages

Created 10 Apr 16:41

0 Unlikely to implement
2 Vote

Company favorite reports

Please add the ability to share favorite reports with another user OR have a place to mark company most used/favorites on reports in the back end, so users can be consistent with the typical reports pulled.

Created 15 Dec 19:10

0
2 Vote

Docusign via intake action from Intake Pro should send staff to docusign before emailing the document

When sending a document via docusign from a case, it will first take you to the docusign site to make any last minute changes (i.e. changing the name format to be first last instead of the default last, first) Sending via docusign from intake acti...

Created 15 Dec 18:06

0
4 Vote

Longer Comment Section for Insurance tab - only allows 500 charaters

Remove limit of chcharactersaraters for comment section

Created 11 Oct 21:58

1
4 Vote

Neos Notification Center - Ability to set your preference on how long a notification stays in the Notification Center

This is useful for people who may want their notifications longer than just 15 days.

Created 11 Oct 20:53

0
6 Vote

Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles

To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...

Created 06 Aug 19:27

0