Ideas & Enhancements

1 Vote

Modify Police Tab

want user defined fields to add yes/no or checkmark items for things such as body worn camera footage scene photographs taken? witness statements done? diagrams? third party investigation done? (OSHA, taxicab authority, etc) then also having the a...

Created 24 Feb 20:01

0
1 Vote

Needles 5 - When updating the date and time to the notes Tab, could the current time update automatically?

When updating the date and time to the notes Tab, could the current time update automatically? When updating the date on a notes entry the time should automatically update to the time of the edit.

Created 22 Feb 17:04

0
1 Vote

Needles 5 - Extra tab in cases that displays other cases the party may have

add a tab for any additional cases for the client to the left column where (party, case, companion cases, ect). Would allow navigation to be easier in the software.

Created 22 Feb 17:02

0
1 Vote

Neos | Intake counter similar to that of Messages

When there are unread messages in your inbox, the # of unread messages is displayed over the Messages icon in the navigation bar. It would be nice to also have available for Browse Intakes.

Created 17 Feb 21:15

1
1 Vote

add more info for notes

when in the notes tab, the firms would like to see more information for the notes that they are going through instead of having to open each note to see what they are

Created 16 Feb 21:49

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1 Vote

Calendar - Add Start field to Recurrence window

In the Recurrence window, change the section from Recurrence end to "Range of recurrence" and add a "Start" date field to allow the start date of a recurring event to be changed (match Outlook function).

Created 08 Feb 20:01

0
1 Vote

Restrict Access by File Status

It would be great if there could be a profile setting in NEOS to limit someone's access to closed files and pending intakes. This way once a file is closed, no one but an admin could modify data in the case, with the exception of the client's prov...

Created 08 Feb 18:48

0
1 Vote

Open Case File from the Companion Case Tab

No description provided

Created 08 Feb 00:06

1
1 Vote

Automatically pull in the staff user who imported the intake into the staff position

Would like to have whoever imported or created the lead to automatically list them as the intake staff.

Created 04 Feb 15:27

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1 Vote

Neos: Create Special Permission to restrict users from selecting a different user when creating a note

a user that has been creating notes but selecting another user so it seems like another person created it. would like to disable the permission to select another user with Group Permissions but currently, there is no special permission to d...

Created 01 Feb 22:25

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