Ideas & Enhancements

7 Vote

Add spot to include name behind phone numbers and emails (max of 10 characters)

We have juvenile clients whose parents we use their phone number. It would be nice to be able to provide their name (currently I am using the ext. spot to put their name in but it only allows 10 characters) to distinguish the mom, dad or child's p...

Created 13 Mar 20:47

1
28 Vote

Add option to limit case search by case status (Neos)

When searching cases, please provide an option to search by case status and filter out closed cases or pending leads. Or make the results default to open cases. So much time is wasted accidentally pulling up closed cases or saving emails etc. to c...

Created 03 Feb 12:45

Search

2
27 Vote

Changing column size in notes tab does not stick

This works in other tabs but not notes. Would like to be able to resize to see less blank space and more of the notes

Created 10 Mar 18:22

1
14 Vote

Checklist Note Staff Mentions

The checklist notes field allows for a tag to a staff member, however, it does not send a notification. Would like to see an implementation for a notification to come from tagging staff in checklist items.

Created 28 Jun 14:40

1
10 Vote

adding "notify staff member" option when checklist item is completed/marked done

If there could be a way that under the checklist details, there is an option to notify a staff member, or multiple members, when an item is marked done. this would be especially helpful when one gets assigned a TDO and the assigning member needs t...

Created 20 Nov 16:24

0
1 Vote

Option to Upload or Create a folder

I’m a new user and I just realized that there’s no option to upload or create folders in Neos. It would be really helpful to have a folder creation feature to help categorize files. Additionally, allowing folder uploads would make it much easier t...

Created 15 Oct 22:31

0
1 Vote

Re-add case info to description of events

Re-add case info to description of events like case number, case status, party name, etc.

Created 15 Oct 18:58

0
14 Vote

Sort Search Results

It would be helpful to be able to sort search results. It would also be nice to be able to choose how they sort, not just alphabetical.

Created 20 Jun 22:14

0
24 Vote

PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for th...

Created 10 Jun 16:25

4
27 Vote

User would like staff 1 or DOI to apper in the contact search results

Currently you can only see DOB, name, phone role, they want it to show staff 1 and DOI in the neos search bar

Created 15 Feb 19:31

11