Ideas & Enhancements

1 Vote

Format Phone Number and Address in Reports

Our company would like to make a readable report that lists the contact information for everyone in a case. Using Advanced Search, the phone number is just a string of numbers and the address is all spread out. My suggestion is to have full defaul...

Created 26 Feb 23:17

0
1 Vote

with premium texting I would like to add a template to identify our firm

When client receives a text its from the phone number assigned to our firm from Premium Texting but if client does not have that number added as a contact they do not know who is texting them.

Created 26 Feb 17:32

0
1 Vote

Provide a drop down for the call field in the communication field.

When selecting a contact, Neos can see the phone numbers listed under that contact. The Phone # field should still be able to take new phone numbers, but should also allow you to select phone numbers from a drop down.

Created 26 Feb 14:01

0
5 Vote

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option

Created 01 Mar 22:44

General

0
5 Vote

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.

Created 23 Feb 21:18

General

1
5 Vote

Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.

Created 22 Feb 17:43

General

2
7 Vote

Needles Addin - Post Date and Time of Email instead of Note

Email Posting Date / Time: I wish that when you posted an email to a Needles matter that it used the date and time stamp on the email as opposed to the date and time that the note was entered.

Created 22 Aug 15:26

General

0
3 Vote

Have documents that are attached to a Docusign form return to Neos with the Signed Document

Add the ability for an attachment that is attached to a Docusign Document to return to Neos with the signed Document

Created 24 Aug 19:56

1
2 Vote

Tracking the Special note feature through the activity feed

I would like to be able to track the special note if another person adds it on my case or when it was added.

Created 25 May 20:23

0
2 Vote

Allow manual input of "reduced total" for reductions

Currently you can only insert how much a bill is being reduced by in the Value section and Reductions section. There should be an option for inputting what the bill was REDUCED TO, since reductions aren't always based on a simple percentage. You h...

Created 24 May 18:19

0