Ideas & Enhancements

11 Vote

When entering in events on the "Holidays" mini-directory, these events need to appear on the calendar for Neos/Outlook.

When entering an event into the Holidays mini-directory, these events should be added directly into the staffs' calendars.

Created 20 Feb 18:12

4
44 Vote

Outlook add-in sort or search topic/type/category

It would make using the outlook add-in more intuitive if we had the ability to search note topic and document type/category.

Created 27 Jan 19:58

Integrations

8
3 Vote

Additional Standard Fields for all Party Roles - For Conflict Checking and Party Entry Efficiency

The party tab should have additional "Standard" fields available for any and every party role. When conducting conflict checks for potential new cases, it would be helpful if the Party tabs contained additional Standard Fields with specific identi...

Created 14 Nov 19:14

0
8 Vote

Missing time tab data in advanced search.

There are multiple fields within the time time tab that are not listed in advanced search. This makes running a report based off of the time tab very difficult in advanced search. During our testing, we noticed that the following fields are not of...

Created 28 May 13:51

1
44 Vote

Neos - Automatically Update Checklist Status from Blank to Open

Whenever you have a checklist item to a primary checklist that doesn't have a due date, the status of the item is considered: Blank; however, whenever you set the date to a checklist item the item remains as status: Blank. It would be best to chan...

Created 08 Jan 20:58

Checklist

2
17 Vote

See all communication with a specific Contact

As in the Trial Works (Communications Tab of the Contact Detail), would be great to have an option to see all communication with a specific contact, whether email, phone call or note. We only have the ability to see Provider Usage (cases the conta...

Created 21 Jul 14:20

3
2 Vote

Ability to use more than one e-mail domain when working in the Neos calendar

We need the ability to use more than one domain for our e-mail addresses when creating events in the Neos calendar. It is stated in Knowledge Base article, "accessing the Neos calendar" that All Staff must be on the same, non-aliased domain (e.g.,...

Created 17 Dec 20:56

2
4 Vote

Being able to to tag emails and add docs to multiple cases at one time

No description provided

Created 09 Oct 13:39

0
20 Vote

Neos texting: send a text to anyone in the address book

Right now you can only send a text message to a party in a case. We want to be able to text back and forth with other contacts like witnesses who are not parties. Right now it is confusing because in the clickable contacts list I can select the ce...

Created 29 Mar 21:38

3
3 Vote

Adding a sub category to the rejected by us. We have numerous leads that are unresponsive. Adding a category that states "rejected by us - unresponsive", would be very helpful an save a lot of time.

This addition would help, and save a lot time when running reports.

Created 11 Nov 19:52

0