Ideas & Enhancements

4 Vote

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...

Created 14 Mar 19:27

General

0
4 Vote

Neos - Ability to send Case Note via Neos message

Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.

Created 12 Mar 14:38

1
4 Vote

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...

Created 11 Mar 17:40

General

0
1 Vote

"State" Dropdown in the Case Tab

One feature that would be beneficial to have would be a "State" dropdown in the Case tab. Our firm practices in multiple states, and for each case, it would be helpful to insert a label as to which state the case is in. This would be helpful for c...

Created 15 Mar 17:58

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
3 Vote

Neos - Add back the ability to use Bulk Actions to Mark as Read in Browse Intakes

When you import intakes, they all come into the Browse Intakes screen bolded. The only way to change the bolding is to open each intake individually. When importing a large number of intakes, there is not always a need to open/view each intake but...

Created 10 Mar 19:51

0
1 Vote

Merging documents using PDF editor in Neos also add typewriter tool

Add 'browse filter feature' in PDF editor in Neos to add document to PDF that you are editing by case + case folder + category. Currently there are no filter feature. When you go to add document to PDF using Neos PDF editor it pulls up the entire ...

Created 14 Mar 18:22

0
1 Vote

Add option to stop the customer job column from filling in when posting a check to QB from the Neos Integrator

Add the ability to stop the customer job column from auto filling when posting a check.

Created 14 Mar 14:46

0
3 Vote

Removing the requirement or selecting the time increment or if you could add quarter of the hour increments

Without this it will throw off case totals on our reports

Created 08 Mar 22:37

1