Ideas & Enhancements

3 Vote

Allow Dynamic Fields to use existing fields for special conditions

I have a dynamic field pointing to a user mini directory. But why can’t I make an already existing field the specific condition for a section to show up. Seems like duplicative work and all information gathered for a case should transfer to the ca...

Created 02 May 16:41

0
4 Vote

New Note upgrade not helpful

The new note update is unnecessary. It adds an extra step when creating a note. If it could be savable from the side pane that would be ok, but to click details then save the note is excessive.

Created 22 Sep 17:26

0
5 Vote

Checklist Summary - Trailing Time Frame

When loading the checklist summary, it would be helpful to have the options of "past month", "past 3 months", etc. automatically update when bringing up the summary, a "trailing" time frame, if you will.

Created 11 Feb 12:07

Checklist

0
2 Vote

Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)

Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...

Created 09 Dec 00:07

0
8 Vote

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month

Created 10 Apr 18:57

General

1
2 Vote

Ability to add calendar events without prompting for the other assignees to accept the invitation

Our firm would like to create general events for office holidays, but when we do so it always prompts everyone else to accept the event. We would like there to be a way to push an event like this out to everyone at the firm without needing other p...

Created 07 Dec 16:31

1
3 Vote

Kenect integration needs to post to case notes automatically

Right now the integration allows you to assign a text thread to a case from Kenect and the "sync" posts the messages to the Neos, but you still have to go through your Neos messages and post each message to the case. Please improve the integration...

Created 27 Apr 16:48

0
3 Vote

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 27 Apr 14:07

0
3 Vote

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 25 Apr 16:37

0
4 Vote

Tabbing through fields should move left to right, not top to bottom

When you enter data in a field and select tab, it should tab to the next field to the right, not to the field below. Needles 5 tabs left to right.

Created 12 Sep 17:10

0