Ideas & Enhancements

14 Vote

Make more fields available in PDF Document Coding

Not as many fields are available for coding PDF's as there are in Word. Would be very helpful to add more fields, and multi-record select.

Created 17 Oct 18:56

0
1 Vote

Full access controls including visibility.

We should have the ability to control access at a field level for each user and Group, the controls should include visibility settings that will allow us to hide or show fields based on the current user.

Created 23 Oct 18:59

0
1 Vote

Development panel for administrators

It would be beneficial to have the developer panel that would allow us to run SQL Queries at the very least. A fully functioning shell scripting tool would be even better.

Created 23 Oct 18:56

0
6 Vote

Assign each case an email address

Filevine has this feature where if you email a specific address assigned to a case it will add the email to the notes tab and any attachments to the case docs. The way it's set up right now with the Outlook app is rather tedious and I think it'd b...

Created 30 May 15:08

1
7 Vote

Note Side Panel - Add SAVE button

Currently, when you click in a note in the side panel, if you type anything, your changes are saved automatically, whether you wanted to save them or not. Also, the Activity Feed does not accurately reflect changes made to notes in this manner. Pl...

Created 30 Apr 15:59

1
21 Vote

Add ability to move tabs in Neos like Needles

This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...

Created 17 Mar 14:50

0
10 Vote

Search option opening open cases first!

It would be nice if when searching through Neos if open cases were the first thing to pop up instead of intakes/closed cases!

Created 02 Feb 14:57

0
17 Vote

Ability to create a TODO item from a case note

Ability to create a TO-DO or F/UP directly from a case note instead to having to navigate to checklist, add and then type

Created 03 Jul 16:43

3
1 Vote

Party Role in the Case Header

We want to add the PARTY ROLE to the case tab display header. Also, an option to add the party role to the companion cases column.

Created 22 Oct 21:36

0
4 Vote

Notification for Unassigned Text Messages

Having an option in the staff profile to allow notifications to be sent for unassigned text messages that come into communication center.

Created 22 Jul 16:12

1