Ideas & Enhancements
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14
Vote
Add ability to edit PDF templates using Inline PDF Editor
Give the ability to prepare a PDF form and add tags directly in Neos
Created 14 Sep 17:11
0
8
Vote
Neos: Ability to see more than just last 5 cases or providers searched or accessed.
It would be nice for us to have the option to show last 10, 20, 30 cases or providers. For example, when you click on Search, you only see last 5.
Created 28 Jul 15:50
0
1
Vote
Admin ability to add Multi-Select fields
I would like to be able to add a multi-select field to several tabs in our system that reference different parts of the case (like the "Representing" field on the Counsel tab). We use a custom tab for our Litigation Documents - it would be nice to...
Created 01 Aug 18:47
0
1
Vote
Search Results - See Multiple Staff
It would be awesome if we could select multiple staff members in the quick search results (i.e. Attorney and Paralegal). The ability for admins to edit the search results layout would be an added bonus.
Created 01 Aug 18:36
0
1
Vote
Negotiations Tab - Link Documents
Having the ability to link our actual demand to the Negotiations entry would allow for a more seamless negotiation and file organization structure. When the adjuster calls you to negotiate, you can pull up the packet immediately and enter a new ne...
Created 01 Aug 18:31
0
1
Vote
Values Tab - Select what to include in Sett Memo
Our firm does Partial Disbursements often and it causes our Finance team a lot of headache. We have to pull a settlement memo, mark what we are "zeroing out" on that. Go back into the Values tab and zero out what we don't want to pull on the memo,...
Created 01 Aug 18:27
0
3
Vote
Function to mass update multiple case types at the same time or push a change to the same tab to multiple cases.
This would save massive amounts of time and ensure a case type an update should apply to wasn't mistaken missed because the user had to update 10 case types and missed one.
Created 17 Apr 16:34
0
6
Vote
Ability to Update Status to N/A, Blank, Delete the Checklist Item from Main View
Just like the other boxes lets me select options without having to open item (Example when reassigning a staff), it would be helpful if the status also allows that (not having to click, open and then click More Actions and then updating status). T...
Created 09 Nov 14:57
0
21
Vote
Indicator that shows when you open a case that there is a companion case
It would be convenient that when you go into a case, there is an indicator showing there is a companion case attached without having to open the companion cases tab.
Created 30 Aug 19:21
2
13
Vote
Document Tab - when opening a document, the Document Date changes to today's date
The Document Date should not change. it should remain as the original date of the document.
Created 26 Oct 17:26
Document Management
2
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