Ideas & Enhancements

1 Vote

Neos Tagging Microsoft Single Sign On

We want to restrict our users to only logging in using Microsoft Single Sign on, you cannot sign on via Microsoft single sign for Tagging.

Created 02 Dec 21:02

0
2 Vote

NEOS - Standardize order of information in Document preview drop-down menu

Information in each entry of the drop down menus is ordered based on where the columns which the user had when they added the record/request. For all firms, this leads to highly disorganized information in drop down, and it is not wise to force ev...

Created 11 Dec 19:42

General

0
2 Vote

Allow bulk editing of cases whether they are the same case type or not

I have always updated the staff assigned for multiple cases all at once and never had issues until Neos. It does not allow you to update bulk cases unless they are the same case type. So if we have a new employee start, I cannot just select all th...

Created 10 Dec 19:16

General

0
2 Vote

NEOS - Document Template Preview - Hide ID behind hoverable icon

A id shows whenever the user uses document merging, this ID is only useful to those who are making templates, but most of the users who specifically use the reports don't use it for anything at all and is extra information. Suggested change would ...

Created 10 Dec 14:45

General

0
2 Vote

Search ability for Mini-Directories.

Client would like the ability to search in Mini-Directories like you were able to in Needles 5.0. The Dean Boyd Law firm has a lot of options in mini-directories such as message topic, document category or type of document and believe all users wo...

Created 09 Dec 19:32

General

1
2 Vote

NEOS - Negotiation Tab - Add ability to hover over Notes column to see entire notes

On the Negotiation tab, add the ability to hover over the Notes column to have a Note pop up, such as on the Notes tab

Created 08 Dec 14:19

General

0
2 Vote

Neos - Add 'Policy Number' as a search Option

Add Insurance Tab 'Policy Number' as a search option

Created 08 Dec 14:15

General / Search

0
2 Vote

User would like the ability to search for items in the Police Tab list by Accident Report Number

User would like the ability to search for items in the Police Tab list by Accident Report Number

Created 03 Dec 20:23

General / Search

0
2 Vote

Neos - Permissions/Notes - Add permission to block users from changing Note Date/Time

Firm woudl like to stop users from being able to change the Date/Time of a note for auditing purposes

Created 03 Dec 17:05

General

0
2 Vote

Neos - Dashboards - add ability to Filter by 'How Resolved' under Insurance

Need the ability to filter by the field 'How Resolved' on the Insurance tab when creating a custom tile. Primary Record: Insurance Select Filters: add option for 'How Resolved'

Created 03 Dec 16:55

Auditing

0