Ideas & Enhancements

1 Vote

Add Firm Name toggle to PDF export of report.

When a user exports a PDF from a report, they have the option to add the firm name and logo to the exported report; however, it's missing the firm's name. Please add a toggle to add the firm's name next to the logo.

Created 27 Aug 15:08

0
1 Vote

Searching Common Names in Neos

When searching common names in Neos, there is no way to tell the difference between all of the 'John Smith's that may be in a firm's system. Would like case details to be added into the sections to differentiate from one another.

Created 26 Aug 15:22

1
1 Vote

Neos Intakes: Checkboxes for Mass Update/Archiving

Right now we have to open each intake in order to access the drop down menu to Archive. Please make that process available on the grid view.

Created 25 Aug 19:46

0
1 Vote

Search Value Items By Amount

It has been to requested to search value items by amount both by report and on the case level.

Created 23 Aug 14:09

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1 Vote

Export Value Tab Memo's As CSV

It has been requested that Settlement Memos generated in the value tab have the option to export as CSV files in column format so that they can be edited upon export.

Created 20 Aug 19:41

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1 Vote

User would like to be able to copy ud tabs from within a case to ud tabs in other case types

User is trying to have multiple different ud tab and list in the set up for wc information in a mva case but she can only copy from user entry tab 6 in to user entry tab 6.

Created 17 Aug 16:39

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1 Vote

User would like exact searches for insurance providers

When searching for a provider name in to the provider search in the insurance and value tab it will sometimes get other insurance providers. If you put Farm's insurance it will include anything with insurance. WE used farmers and got an allstate i...

Created 13 Aug 19:18

0
1 Vote

Dashboard - Add Option for "Last Week" that is from Saturday-Saturday

Dashboard - Add Option for "Last Week" that is from Saturday-Saturday such as TrialWorks Has

Created 12 Aug 14:57

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1 Vote

Reordering the case sidebar tabs (Case, Party, Checklist, etc)

I know that in Neos we can disable specific tabs by case-type (via settings > case types> tab setup), but adding the ability to modify the ORDER of those tabs would be much appreciated!

Created 11 Aug 18:03

0
1 Vote

NEOS- SSN Field on general info when searching

Client would like to be able to add social security as a field when searching, to appear under "general info"

Created 05 Aug 13:00

0