Ideas & Enhancements

1 Vote

Neos: Have the option to add multiple value tabs to a case.

Neos: Have the option to add multiple value tabs to a case. Such as to separate medical expenses from other expenses.

Created 12 Nov 20:21

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1 Vote

Neos: Add 'More Info" as a column option for Advanced Search and Reports.

Currently "More Info" is not a column option for Advanced Search or Reports. This is a standard field in Neos so it would be intuitive that it would be an option however it is not.

Created 11 Nov 14:05

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1 Vote

User would like to have an automatic email go out about the statue warning

User would like to have automatic alert via email about statute to go to her clients

Created 10 Nov 19:14

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1 Vote

Ability to create a dashboard from a report

Currently there is the option to create a report from a dashboard but not the option to create a dashboard from a report. Users would like to be able to create dashboard from reports.

Created 09 Nov 22:07

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1 Vote

Custom Dashboards

Users would like to be able to request custom dashboards to be built for them.

Created 09 Nov 21:44

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1 Vote

Neos - Party Tab - Layout between different roles

Would like the ability to select which roles to apply the same user defined layout rather than having to go into each role separately and copy the layout one by one.

Created 09 Nov 21:36

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1 Vote

Neos - Party Tab - Phones - Text? Column

There is currently a column titled "Call?" in the party tab, however there is not one for texting.

Created 09 Nov 21:32

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1 Vote

Ability to send message from notes, copying the note under the new message

If we're looking at notes, we should have teh ability to send that note as a new message, and it copies the content of the note into the new message (like a reply e-mail) so that the person receiving the message knows what we're referring to in th...

Created 02 Nov 14:31

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1 Vote

Neos - Second 'User Defined' Header

Similar to NEED50-I-342, Users would like the option to create a second header that is made up of user selected fields from within that case type.

Created 01 Nov 17:50

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1 Vote

Neos - Case Tab Standard Field Layout - Editing

Users would like the ability to rearrange the fields/sections included in the standard section of the case tab. This way the firm can organize which information is more important and can be seen at the top of the tab when navigating to the case tab.

Created 01 Nov 17:47

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