Ideas & Enhancements

5 Vote

Would like to be able to create our own templates for the NOTES TAB based on the note topic.

Would like for the template to auto-populate in the note when we select that specific note topic.

Created 10 Jun 16:22

0
5 Vote

Neos: Add the ability to select all files when in folder view on the Case Docs tab

Add the ability to select all files when in folder view on the Case Docs tab like the user can when in list view. This feature helps when trying to use the Bulk Actions option on the screen.

Created 09 Jun 19:54

0
1 Vote

Ability to Doc Code Appointment Times

Currently you can only pull in a date into a document coding, you cannot code the time for the appointment.

Created 31 May 16:22

0
1 Vote

Allow larger volume for Case Notes Reports

It would be helpful for a firm to be able to pull a larger volume of Case Notes when using the case notes master template report. When attempting to use this report on all case notes, an error is received that due to report size, it is unable to b...

Created 31 May 14:15

0
3 Vote

Column Layout in Advanced Search

Allow for customizing the column lay out when saving advanced searches.

Created 02 Dec 21:06

3
2 Vote

Remove dead SharePoint links

We work inside Neos for document management, but occasionally a Neos-linked file will be deleted on the SharePoint/OneDrive side. This creates a dead link to that file ("missing" file). The prompt when a dead link is clicked is to attempt to locat...

Created 31 Aug 14:59

0
2 Vote

Be Able to Tag Custom Phone Numbers

Several doctor's offices have one fax number for the office and a separate one for records and/or billing. As of now, you can't pick which number you want to tag for your letters if one is named "records fax" or any custom value. It will only let ...

Created 30 Aug 19:22

0
2 Vote

Sort alphabetically in Related Contacts and add email addresses

Please make it possible to sort alphabetically the Related Contacts, List of Providers and List of Parties. We have some cases with 50+ parties plus their counsel, as well as dozens of other contacts/providers. It would be much easier to find peop...

Created 29 Aug 14:12

0
5 Vote

Add a settlement scenario feature to test different values for settlement memos

Adding this would allow firms to plug in different numbers into the value tab to see how the settlement memos would turn out without the fear of forgetting to change the numbers back.

Created 28 May 16:11

0
5 Vote

Neos- Ability to start a general timer without being in a case

The currently functionality of the timer provides a user to track time for a case after the case is currently open. There is no current functionality to start a general timer for a provider card which would be a useful feature.

Created 26 May 18:42

0