Ideas & Enhancements

2 Vote

Neos Reporting: Allow for negative report writing

Examples would be: Show cases with no open TDO checklist items (could relate to any checklist item) Show names not linked to any cases There could be many uses for this type of data integrity reporting

Created 1 Oct 06:11pm

0
10 Vote

Enable ability to text message parties other than clients.

It would be useful to be able to send text messages to providers or counsel on cases.

Created 11 Sep 10:14pm

1
142 Vote

Add The Ability to Group Value Codes

Add back the ability to group value items together on the value tab by value codes. This got removed in the 2023 Q3 Neos release.

Created 28 Sep 12:27pm

61
27 Vote

When creating a new email in the notes section, allow autofill for staff members

When adding a new email into notes, the To: and CC: fields only dropdown/autopopulate for party members. It would be useful to allow this for staff as well, as right now you have to type in the entire address.

Created 24 Jul 01:34pm

12
83 Vote

Synopsis screen during search

Please implement the ability to view the synopsis screen for all cases for an individual client during a search for a client/case. This function was present on Needles 4.9 and was a fluid experience that made case review seamless. With Neos, this ...

Created 14 Feb 04:19pm

5
7 Vote

CONTACTS

There should be a notes section so you are able to put information of party for example if contact is an employer, i should be able to put Manager info, owner info, payroll person.

Created 16 Sep 03:56pm

0
1 Vote

Neos Calendar Tagging

When you create a calendar entry from the case, you have to click Associated Case in order to link the calendar entry to the case so I know what client I was talking about. I wish I didn't have to click Associated Case, especially if I'm creating ...

Created 3 Oct 03:25pm

0
5 Vote

Be able to create custom email types

Be able to create custom email types or at least give us a couple more options : records requests and billing requests

Created 20 Sep 07:10pm

0
7 Vote

DATE OF INCIDENT IN THE SEARCH TAB

we would like to see the date of incident as well. This is helpful when you have repeat clients or one may have been a defendant previously. Too many steps when you don't click the right case for the person or their correct case on the first try. ...

Created 11 Sep 03:56pm

0
7 Vote

Merge multiple types of letters at once for a client from the checklist.

The time it takes to merge one letter, wait for the checklist to update, close the box so I can see the "generate" button and move on to the next letter is very consuming. I would love to merge all my client provider letters at once and then use t...

Created 11 Sep 03:45pm

1