Ideas & Enhancements

2 Vote

Reassign Date in Dashboards

Reassign Date is not a filter in dashboards. The only time reassign date shows up as an option is when the "Select Primary Record" is set to "Case" (not case with value or any others) and then the reassign date is only a selection in the columns n...

Created 28 Jun 15:07

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2 Vote

Add Priority Items to Neos Checklist

It has been requested that Neos Checklist Items have the option to flag as high priority and low priority.

Created 22 Jun 17:32

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3 Vote

Merge Document Title Name Length

The 40-character limit for document titles is a little prohibative. Taking into consideration the maximum file path limit in windows of 260-characters, an extension of this limit to 100 or 150-characters should be no issue.

Created 03 Oct 18:13

General

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3 Vote

Reports should also pull the providers card when clicking on the provider's name

Reports - Records Outstanding by Provider- I have run this report for all providers (no parameters) and the results return a large number of providers as expected. If I click on a provider I would expect it to open the providers card, but it just ...

Created 01 Oct 16:01

General

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2 Vote

Rich Text/HTML capabilities in Neos Messages and document links

It would be awesome if we could have rich text or html abilities in neos messages so we can do things like underline, and create bullet points and links within the message. Presently, the messages are plain text only, do you cannot do things like ...

Created 17 Jun 21:26

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2 Vote

Tab Setup

It would convenient if we were able to organize the tab setup on the side panel of a case, so we can have it the way we feel is best.

Created 15 Jun 21:09

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3 Vote

Calendar

Automated Calendar texting notification of events, appointments to clients by Court, etc. with a confirmation that they received.

Created 23 Sep 14:03

General

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2 Vote

Neos Note Previews Show Tagged Message Body

Currently the Notes in Neos are set to show the beginning of what is a plain text box, and for tagged emails and messages this means different messages all have the same preview. It's been requested that tagged emails and messages display the mess...

Created 10 Jun 19:23

1
2 Vote

In Mass Update for Companion cases you should be able to copy the information from the fields

When mass updating companion cases the option to copy field information from another respective tab in the case should be available. It would be easier than having to manually enter the details in the mass update, especially if the information is ...

Created 10 Jun 14:26

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3 Vote

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar

Viewing multiple calendars should load as tabs so that you can quickly remove the calendar. Similar to how Outlook has calendars, you can view 4 or 5 calendars at once and then click the "X" button to close that calendar. This would be much easier...

Created 17 Sep 13:25

General

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