Ideas & Enhancements

5 Vote

Track Time automatically

Ability to have a timer start automatically when you open a case, and prompt to stop and save when you close a case.

Created 06 Jan 14:20

2
4 Vote

Neos - Add ability to copy Import Intake mappings for other case types

When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).

Created 14 Oct 21:23

0
2 Vote

Document Generation drop down showing only party member names, and not entry information.

When using a the document generation drop down, some fields do not preview the specific information you may be looking for. It may only provide the pary member's name, and not the information tied to the party member.If one party member has multip...

Created 05 May 20:09

1
2 Vote

I need to be able to create a birthday party list and then print labels for marketing purposes.

We also did the same with the Holiday Card list in Needles. Printed labels. At this point I am doing birthday cards by hand and will not be sending Holiday Cards unless we can print from Neos.

Created 03 May 00:35

0
2 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
3 Vote

Change the font size of a report

Add the ability to change the font of a report during export

Created 20 Jul 19:48

0
7 Vote

Ability to change/edit Case Header

Have the ability to change the header to display additional or other bit of information. Things such as DOB should be able to be added into the header

Created 31 May 21:01

General

1
5 Vote

Neos: Ability for multiple people to subscribe to a report

Currently, you may only have 1 person subscribed to any report when it would be beneficial to have multiple users subscribe to the same report.

Created 23 Dec 21:52

0
4 Vote

Provider Usage Listing Criteria - Select All Option

When selecting a provider to see the listing where the provider appears would be more user friendly it if listed all by default or allow a "select all" wherein it relates to case types. The choices for a firm could be a voluminous amount of case t...

Created 28 Sep 18:22

0
7 Vote

Provider Record Controls - Prevent use of a provider in a case (moved, out of business, etc)

For various reasons, over time provider cards can become "stale" and should no be associated with cases going forward. As these providers may already have history, removing them is not a good option. While more robust controls over maintenance ma...

Created 16 May 16:50

General

1