Ideas & Enhancements

3 Vote

Advance Search Column Fields

You should be able to add a column for any reportable field. Specificially, I cannot add the "settlement value" from the value tab to an advance search, but somehow I can add the attorney fees.

Created 11 Jan 15:05

1
1 Vote

Modify the Default Setting for Case Names || Sync Case Name Changes with Sharepoint

Currently, new cases receive a default naming convention of [Party Name] - [Neos Case #] which populates in Sharepoint on the back-end. However, in our situation this default convention is not ideal and we have a custom case naming protocol we pre...

Created 13 Jun 19:53

0
1 Vote

When downloading into Sharepoint it should flow to Neos without having to sync

Sync sometimes works and sometimes does not. Picture photos should not need to be downloaded first to view.

Created 13 Jun 15:38

0
2 Vote

Automatic checklist item for @'s in notes

Instead of having to do a TDO item in checklist it could automatically generate.

Created 27 Sep 22:28

0
3 Vote

Neos: Show Name ID in Search Results

In cleaning up duplicates, it would be very time saving to see the Name ID in the search results. Instead, now I have to open the provider card to see which provider is which.

Created 10 Jan 23:17

0
2 Vote

Ability to Designate Type/Category for Texted Photos

Texted photos currently save to the main document folder for the case, which creates unnecessary clutter. We'd like to be able to map all texted photos to one type and category in the case.

Created 26 Sep 17:40

0
2 Vote

A way to sort when you are searching for a certain address/city/state

A way to sort when you are searching for a certain address/city/state

Created 26 Sep 16:38

0
5 Vote

Neos- ability to see events on calendar report that are not tied to case

Currently, the calendar report only displays items that are linked with a case. It would be nice to be able to see events on the report that are also not tied to a case as well.

Created 05 Aug 15:23

0
5 Vote

Implement Integration with Microsoft Excel for settlement sheets

The settlement memo doesn't really work the way that we like so I have a settlement sheet template that I made in word. It generates the case expenses, medical bills (charges and amount owed) and attorney fees along with our language on our letter...

Created 27 Jul 16:12

0
3 Vote

Calendar events relating to trial

I would like to be able to enter the date of the trial and be able to enter all events leading up to the trail. Such as Trial Date is 01-01-2050 and 20 days before trial witness are due and 40 days before trial experts are due, etc. I want the dat...

Created 31 Dec 19:13

0