Ideas & Enhancements

1 Vote

Create Intake from Advance Search

Currently when you search for a party, you can click on the plus sign to add a new provider or case, but you cannot add an intake. It would be great if you could search for a client and add a new intake for them right from the search field.

Created 29 Mar 18:18

0
2 Vote

Saving emails to Neos in the outlook email format - The current set-up has emails being saved to the "notes" tab. I actually find this to be extra clutter and the email gets converted as note. It's time consuming if I need to re-send an email that may have gone unanswered. I have to cut and paste into a new email. Emails should save as they are in a separate "emails" tab. So that I can open it and re-send it, if needed. I came from another program where the emails were set-up that way and when opening it automatically came up as an outlook email. Not only is it convenient for the reason mentioned above but it also preserves the entire email thread. The program we previously used, also allowed me to title that email. This would save a lot of time...and money!

No description provided

Created 28 Apr 20:51

1
3 Vote

Able to type staff initials in when creating appointments

Firm would like to be able to type in the initials of the staff members when creating a multi-staff appointment instead of having to use the drop down and select each name individually

Created 29 May 19:36

General

0
1 Vote

Notifications for Check Request

Give us the option to choose a staff member or group of staff members to be alerted when a new check request has been submitted.

Created 28 Mar 15:20

0
2 Vote

Default note topic when tagging e-mails

No description provided

Created 27 Apr 16:46

2
2 Vote

User would like to be able to mass update the class type in the case tab

Currently the user has to go through and make a list and manually go through each case and change the class type. she would like to be able to change the class type to litigation for multiple cases

Created 21 Apr 16:50

General

0
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

UDT Pop Out Should Display Provider Contact Info

We are using UD4 for our Recs tab, when you single click on an item in the list view and get the pop out, it shows everything from the tab - but does not show the contact information for the provider. We would prefer that the provider's phone and ...

Created 24 Mar 13:04

0
3 Vote

Sending messages from case - From field shows the same information as the Re/Client field

User would like the 'From' field to display the same information that;s in the 're/client' field when sending a message from case

Created 15 May 17:59

Messages

1