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Neos: Suggested layout for List Multi-Record
When using the multi-record list feature, it is not ideal to use when the list is for sending to multiple counsel. When the list is created (3rd image), the name and full address are side-by-side instead on top of each other. When creating columns...
Created 03 Nov 21:38
General
0
1
Vote
User wants a totals by co pay, pip and write off in a medical providers report just like it was in needles 5
User wants a totals by co pay, pip and write off in a medical summary providers report just like it was in needles 5
Created 03 Nov 18:29
General
0
1
Vote
Set the status column as a default on checklists for Neos
When opening a checklist item, the status column is not displayed by default. This leads to possibilities where new users who have not set the status column to be visible will not notice items might have no status entered, leading to disorganized ...
Created 29 Oct 20:47
Checklist
0
1
Vote
Ability to "Add" a new record under each Value Tab main category
Add the "Add" action button under each section on the Value tab? In other words, have "Add" next to Recovery, Deduct and retain to pay, and Deduct and retain to pay to others
Created 29 Oct 13:22
0
1
Vote
NEOS - Address Info Box Column Modification
Ability to modify which columns are shown in the "Address Information" section. Many firms do not use the "name" or "Salutation" sections and it would be nice to be able to turn them off.
Created 26 Oct 18:35
General
0
1
Vote
Neos - Rename category and type they do not make common sense
Type in Neos = the folder in sharepoint Category = the type of item the template represents (demand, letter, etc) Tag = semi redundant of Category The names should be changed to be clear to what each refers. People using needles are not programmer...
Created 22 Oct 14:14
General
0
1
Vote
Click into case from Neos Message
When previewing a message there is no way to quickly navigate to the case that the message is attached to. Please make the case # an active link to the case itself. Right now you have to double click on the message, open it in full screen, which i...
Created 22 Oct 13:58
0
1
Vote
Neos - Email Docs other than PDFS
Would like to be able to e-mail any doc in the case docs tab as an attachment, not just PDFs.
Created 20 Oct 20:54
General
0
1
Vote
Text Messaging reminders for staff calendar entries
Some attorneys and office staff prefer text messaging reminders for their appointments instead of email reminders due to the abundance of emails received on a daily basis.
Created 19 Oct 20:08
General
1
1
Vote
Neos: Allow Parties to Have More Than One Role
Firms are unable to select additional for parties in cases.
Created 13 Oct 21:20
General
0
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