Ideas & Enhancements

1 Vote

Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...

Created 23 Jan 18:46

1
4 Vote

Multiple document generation to include user defined tab such as records/ request

Currently we can only generate multiple documents for parties and providers. User would like to be able to do this for user defined tab such as record request. So they don't have to go one by one

Created 13 Jul 20:57

1
2 Vote

Adding & Highlighting Negotiations Notes on Notes tab.

We would like the ability to Highlight Negotiation topics on the Notes tab. Also, when adding a note to a Negotiations we would like to see it automatically be added to the Notes tab as a Highlight Negotiation topic.

Created 20 Mar 14:57

0
2 Vote

Show which person(s) has an open/active case(s) in first box on search option

if trying to locate a person/case with a common name but little other info, you have to click on each person to see who has an open case

Created 17 Mar 15:12

0
2 Vote

documents side window

Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...

Created 16 Mar 20:32

0
5 Vote

RingCentral Integration

Please integrate with RingCentral VOIP system. See: https://developers.ringcentral.com/ and https://www.ringcentral.com/apps/ for click-to-dial, and call analytics & logging.

Created 27 Aug 17:47

Integrations

1
1 Vote

Adding a default value category for a provider

it would be helpful to have the ability to set the value category for a provider within their contact card. Example, eServe will always be categorized as filing fees when entering expenses in the value tab.

Created 19 Jan 08:32

0
2 Vote

Custom Reports Screen has no Scroll

Saved Searches under a report do not allow you to scroll to the bottom of the page to look at the results field, you have to 'hide search criteria' to view it, but this page should let you scroll down to see the results without this. In our screen...

Created 13 Mar 16:31

0
2 Vote

Report Dates Relative to Time of Running

One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.

Created 13 Mar 14:58

0
6 Vote

Needles today should auto refresh itself or at least prompt a refresh

Needles Today doesn't prompt you to refresh or update after you've made a change. You have to close it out and reopen to have a checklist change reflected. Previously, it would allow you go Save or give you a response to refresh the screen. Now th...

Created 08 Oct 15:54

General

1