Ideas & Enhancements

8 Vote

Auto-Clear Search Field after Use

When using the search field across Neos, (specifically the Notes field) the search limiting term remains and appears across all cases until manually deleted. The presence of the term is often not realized, causing full results not to appear until/...

Created 16 Jul 13:51

0
54 Vote

Color Code Staff in Dashboard Tiles

For dashboards that can be grouped by staff can the color assigned to the staff be made consistent throughout the dashboards? Currently dashboards appear to be assigning colors from the top down. So if there are different staff results in differen...

Created 20 Jan 02:47

General

18
21 Vote

Add Search Contents of Files to the Browse Documents tab.

This function currently only exists in individual cases. There are users who would like it to be available from the Browse documents tab to search the entirety of their database at once.

Created 20 Jul 19:56

11 Already exists
54 Vote

Organization of the Case Tab

It would be helpful to make the preexisting fields in the Case Tab user defined. Some portions contain irrelevant information for our firm, while the current user defined field we implemented contains our need-to-know information at the bottom of ...

Created 29 Dec 14:10

17 Future consideration
8 Vote

Add Linked Document Section to Layout Manager

As an option in the layout manager allow users to add the linked documents section (that is on the bottom of records request tab) on any other list tab as a UDF field

Created 12 Jul 14:13

0
5 Vote

Include both Address Lines in the Party Preview of the Party Tab

Make it so that the 2nd address line is included when Users single click a Party Member from the List View of the Party Tab. This could help prevent Users from missing improtant information from both address lines such as the Unit/Apt#, which is c...

Created 04 Oct 19:42

0
6 Vote

Change Time to Current Time Zone Instead of UTC Time

It would be helpful to see the accurate time in the current time zone firms are in.

Created 05 Sep 19:20

0
32 Vote

Notifications - New Documents Received

Allow a function in NEOS to notify staff persons and/or staff assigned to the file that new documents have been added - possibly by using a tag so that not all documents added would trigger an alert to the staff. SharePoint does have this ability;...

Created 23 Aug 21:24

0
14 Vote

Be able to sort documents by tag.

It would be very useful to be able to sort ascending or descending tag column or any column in the document tab.

Created 19 Jan 17:01

6
5 Vote

Default setting for name search for only open matter or closed matter or both, by most recent

I would be easier if the user could make a setting election for the user's default in the search "client's" name to only search open case, open cases and intakes, or only closed cases or search both open, intakes and closed (making this the defaul...

Created 02 Oct 12:10

0