Ideas & Enhancements

1 Vote

Adding fields to standard section of the Case Tab

Users would like the option to add some custom user defined fields to the standard section of the case tab.

Created 13 Dec 05:36pm

0
1 Vote

Emailing notes - have Neos suggest recently used emails

Emailing notes - have Neos suggest recently used emails because currently it's only emails of parties or providers suggested in the case but if you want to use a coworker or other frequently used email you have to type it out.

Created 7 Dec 04:05pm

0
1 Vote

Ability to have multiple Statute of Limitation dates in Header

Users would like to be able to differentiate the different LIM items in the header of a case, showing multiple dates when necessary.

Created 6 Dec 06:22pm

0
1 Vote

user would like the qb integrator to have compatibility with mac

Currently if you want to integrator neos with QuickBooks you have to have a windows computer since the installer is windows based. Or a vm/parallels with windows running on a mac. User would like to be able to install the integrator on his mac

Created 2 Dec 02:30pm

0
1 Vote

Allow anyone to schedule a consult on your calendar themselves.

this would be helpful to allow third party answering services to schedule consults or potential clients without having to call the office, etc. many people just want to book a consult without having to call the office.

Created 30 Nov 11:51pm

0
1 Vote

Neos notification email when signed out of Neos

It would be very helpful if I could get an email of any Neos messages when I am not signed into Neos. This is one feature the old Needles program had that was very helpful. Please add this ability.

Created 29 Nov 03:41pm

0
1 Vote

Mass case upload

User would like a way to upload multiple cases at a time either through intakes> actions make a case and select multiple intakes to make into a case

Created 19 Nov 06:35pm

0
1 Vote

Best Places to visit in December in India

In every year December brings down the curtain to that year and tells welcome to a new year. In conclusion of each year going on vacation and enjoying is a good thing. Moreover, this article is about the best places to visit in December in India. ...

Created 18 Nov 06:58pm

0
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 08:21pm

0
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 02:05pm

0