Ideas & Enhancements

1 Vote

Neos: Tags for Notes

Like the Case Docs tab, it would be helpful to tag (and filter by tags) for Notes, as well. I may have done a "Client-Call" but gotten a lot of information during that call that relates to several different issues or areas in a case -- tags would ...

Created 04 Dec 17:05

0
1 Vote

Noes - Permission Groups - Display Names of Users in Permission Groups for easy access

In permission group settings now, the default is to show the number of people in the group, and you must open the dropdowqn adn scroll through to see names of users. For larger firms, the user list is longer. It would be easier to just see the nam...

Created 03 Dec 17:13

General

0
1 Vote

Neos - Dashboards - Add options of Count, Sum, or % listed on Bar Charts

On bar charts int he dashboards, it would be great to add the ability to see Count, Sum, or % when hovering over the chart

Created 03 Dec 16:46

General

0
1 Vote

Neos - Add Filter for Staff Dropdown For Message Inbox Viewing

When you want to view another staff member's Message Inbox, the staff dropdown should have a filter option for easy searching.

Created 03 Dec 16:37

General

0
1 Vote

Self-Service Portal: List of Submitted Incidents by Firm and User

Would like to be able to check status of submitted incidents, and check to see if an issue has been submitted by a team member already.

Created 03 Dec 16:15

0
1 Vote

Transaction History

Would like the ability to keep track of staff activity within the NEOS program .

Created 25 Nov 18:48

Auditing

0
1 Vote

Providers copy name and address formatting when copying from Provider card

User would like it to look like this For example: Mickey Mouse, 111 First Street Orlando, FL 33881 instead of Mickey Mouse 111 First Street Orlando, FL 33881

Created 24 Nov 16:47

General

0
1 Vote

Needles 5 Staff Permissions - Limit Case Access

The ability to limit case access to cases they're assigned to.Needles 4 you can set permissions to "D" where they can only access their specific cases, while in 5 you cannot.

Created 20 Nov 16:55

General

0
1 Vote

Ability to add documents to User Defined Tabs

Currently, you can only add documents to the Case Docs tab. In the case where we have a deposition or records request tab we would like to directly add documents from our computer to these other tabs as well.

Created 12 Nov 19:36

0
1 Vote

Auto generate information from a PDF

If a client fills out a PDF form with their information, have that information auto populate back to Neos. IE> Information sheet that the client fills out online, have the ability to pull the clients address from the PDF form and auto populate ...

Created 10 Nov 17:24

Integrations

0