Ideas & Enhancements

5 Vote

Ability to customize the Case Header with Colors

The case header color blends in with the rest of the page or information on the client case. It would be easier if the case header is a different color for fast reference.

Created 14 Mar 13:33

3
6 Vote

Add last "Last week, Last month, etc." to reporting options.

Reporting Data options- Need corporate options for Date ranges. Currently Neos only has last 7 days, last 30 days. Nothing that aligns with general corporate reports required, would require a manual pull for each report needed as dates must be cha...

Created 23 Jan 19:46

1
4 Vote

Adding Foxit eSign as an integration would be a great addition

Foxit eSign is a great alternative to DocuSign. Our firm has used Foxit eSign for many years to send and receive electronic documents for signature. Please consider adding Foxit as an integration. Thank you!

Created 03 May 14:09

0
12 Vote

Ability to compose multiple messages at once

Currently, if you are composing a message, then switch to a case and click 'Add Message' - it overwrites the initial message you are composing (this also occurs if just composing from the message inbox and click 'Add' new message - due to the many...

Created 21 Mar 12:23

0
14 Vote

Create a "Notifications" tab on the left panel

Create a "Notifications" tab on the left panel so that you can just open up the notifications section (and leave it open) and scroll through notifications in any order without constantly having to go back in for each notification

Created 08 Dec 20:01

2
5 Vote

Notes emailed should include attachments.

Any notes that are emailed through Neos to Outlook should include the attachment, if included.

Created 11 Mar 16:41

0
15 Vote

Having the ability under a case to add documents to a linked party

The goal with this is to help create a folder structure/SharePoint container that has all of the pertinent information in a case but allows us to separate the information for each Party role like witness/defendants/etc.. under that case. This woul...

Created 14 Oct 19:11

1
8 Vote

Search by Auto "Policy" Number

On Needles we have that we can search for claim number, so why not policy numbers? This would help us find/search for insurance companies faster.

Created 06 Oct 14:02

0
21 Vote

Neos - Options for more colorful displays/themes

Users would like the option to add more colors to the all around display of Neos to make it brighter. Maybe have different display themes for users to set up on their specific profiles.

Created 23 Nov 15:26

5
11 Vote

Create an App so that users can have easy access through their smart phones

No description provided

Created 28 Apr 00:45

0