Ideas & Enhancements

1 Vote

Provider Notes - Add to main provider card info similar to the Value Notes

Currently there is no way to know if there are Notes in the provider card unless you click on Notes.

Created 23 Mar 15:45

0
1 Vote

Document Filter for Hiding Temp Files

I'd like to request a filter that could exclude open files from the Case Document's List View. The view here shows ~tmp files and I'd like to have those not show when looking through a document list. They flood up the screen.

Created 23 Mar 14:42

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
3 Vote

Change default search type to "contains" vs. "begins with" (in grids)

"Contains" allows the user to do more specific searches. Example: Looking for specific reports - most reports start with "Displays..." so searching by "Begins with..." is of no help at all.

Created 10 May 15:57

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
3 Vote

add a quick access button for search to toolbar

so you dont have to press search tab then click on the blank to search.

Created 07 May 20:42

General

0