Ideas & Enhancements

32 Vote

Ability to search for ONLY open files / search default to open files

When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...

Created 09 Mar 13:18

0
4 Vote

Neos Staff Profiles - Add more details such as Log out Time and login history

No description provided

Created 04 Sep 17:13

0
4 Vote

Ability to use "Total Damages" from header in Reports and Advanced Search

We use Total Damages to calculate total meds. This would be an easy way to allow us to show total meds in a report if "Total Damages" was available as a filter and column in Advance Search.

Created 04 Sep 12:58

0
10 Vote

Ability to add a Checklist Item (TODO) within Notes or Documents

When a follow up is needed on an email or document, it would be helpful to have the option of adding a TODO checklist item from that email or document. Add that option in the Bulk Actions.

Created 10 May 14:27

0
12 Vote

Drag and Drop into Browse Documents

The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!

Created 01 Apr 15:37

1
10 Vote

Allow users to remove the Intakes Overview (PRO FEATURE) from dashboards if they don't use this pro feature

No description provided

Created 09 May 15:25

1
21 Vote

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!

Created 06 Oct 14:54

5
3 Vote

Neos Checklist - Add an option to calculate a checklist due date (REF) from a date of birth or date of death

There are checklist items required for both of these dates. instead, now, it is a very manual process of triggering these checklist items.

Created 23 Sep 11:33

0
21 Vote

Neos - Checklists with Documents should not automatically populate the documents when marked Done

A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they wan...

Created 04 Oct 15:33

3
1 Vote

Allow firms to choose time frames for the age of majority

Most states are 18 but Alabama is 19. So, when I input a minor's birthday I get a calculation that's off by a year year.

Created 01 Nov 20:00

0