Ideas & Enhancements

2 Vote

Neos - Streamline Adding a Provider in Value Tab

Currently it takes several clicks to add one provider.Typing the name, selecting the search, then selecting the provider to attach to the item.Could this be streamlined for efficiency?

Created 20 Apr 17:48

General

1
2 Vote

Reassign Date

Reassign Date needs to be a filter/criteria option in Advanced Search

Created 20 Apr 15:05

General

0
1 Vote

Dashboard Grouping and Calculation: If I create a dashboard and group on a column, I am not given the option to add sum or total to a column.

When you view the query, the total is given on the right side of the report, but when you export the report the total is not included in the export.

Created 04 Feb 04:21

0
2 Vote

Compatibility with TABS3 Accounting Software

I know we live in a Quickbooks world, however, we would like to see Neos integrate with TABS3 accounting software like it is with Quickbooks.

Created 16 Apr 17:57

Accounting Integrations / Integrations

0
2 Vote

Neos - Ability to edit the flyout for a party

When searching for a party to open their case/intake, it would be nice to be able to easily modify what is visible on the flyout. More information like nots or Synopsis would be helpful to further identify what the intake is.

Created 16 Apr 17:34

General

0
2 Vote

Case Calendar "Filter" Options

Filter options for calendar tab in case. Main purpose is to be able to hide older events.

Created 16 Apr 16:09

General

0
2 Vote

Add "Party Role" To Advanced Search

I want to add the "Party Role" under the "Fields:" dropdown in "Update Results" under Advanced Search, so that he can mass update party roles using the advanced search feature.

Created 15 Apr 16:05

General

0
2 Vote

Dashboard: filter by case dates

Would like the ability to filter a dashboard by case dates in the case tab.

Created 14 Apr 21:17

General

0
2 Vote

Message presentation in Neos

#124479. Fetterman and Associates. Silvia Falconi would like to see the presentation of messages in Neos to be more cleaned up when they are posted from emails. She included an email of what she means. She things the information is unnecessary.

Created 14 Apr 15:25

Messages

0
1 Vote

Abiltiy to Store Video Files in Neos

Add abitliy to drag and drop video files into case.

Created 02 Feb 17:57

1