Ideas & Enhancements

6 Vote

Spacing on Party Tab

Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.

Created 26 Oct 18:29

General

0
2 Vote

Certificate of Service Information Should be Selectable

I envision when setting up the certificate of service for the firm that, you can select what is included with checkboxes. For instance: _____________________________________ Check the items below to include in your Certificate of Service Paragraph...

Created 16 Jul 00:11

0
3 Vote

Go to Cases from a Dashboard

When creating a dashboard, I should be able to select a case within the dashboard and be brought directly to that case to be able to do some digging into the case.

Created 09 Nov 15:24

0
8 Vote

Add Ability to Search Calendar

Customers would like to be able to search the name of the event or a name and see all events with that keyword

Created 13 Jun 19:18

General / Search

2
1 Vote

Allow user to select which fields are in the preview on user defined list tabs before double-clicking into the list

No description provided

Created 20 Mar 18:40

0
1 Vote

Would be nice to be able to export to PDF/print to PDF checklist templates for training purposes

No description provided

Created 20 Mar 18:38

0
1 Vote

Refreshing & Relogging into Neos After Normal Work Hours

It would be a wonderful improvement to have the refresh and log back into Neos changed. Could a setting be created that doesn't allow for a refresh during an office's normal working hours? Work is lost and then has to be reentered when it refreshe...

Created 20 Mar 17:11

0
6 Vote

Neos Checklist multiselect notes and mark done

Please add the ability to select several checklist items at once and mark done, even if they have child items attached. If you are working on several cases there are many instances where you want to select several items to make done. Currently if ...

Created 22 Oct 14:19

Checklist

1
1 Vote

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment t...

Created 19 Mar 16:52

0
3 Vote

Neos - Required Field * should be larger and brighter. Also, box should be permanently highlighted in RED until the data is entered.

At this time, it is extremely hard to see the required fields on an intake because the asterisk is very small and blends into the name of the field. Please add color and a red outline on the field until the field is filled in so the users know tho...

Created 03 Nov 15:42

0