Ideas & Enhancements

10 Vote

address block to copy paste to letters and envelopes

I just need a button to push that will put the address block on my clipboard so I can paste it into a document or email. yes we have templates set up with address blocks for letters and correspondence, but oftentimes you just need to copy and past...

Created 04 Aug 18:55

0
7 Vote

Have an option to open the special note full screen

An option to open the special not full screen so it can be seen in its entirety. Scrolling is very difficult when trying to see the entire note.

Created 19 Jan 23:38

3
3 Vote

Neos Document Generation - Auto Fill

If you have a prompt for a Plaintiff, and there is only one plaintiff in the case, have it auto-fill the field in the generation screen. This will save countless mouse clicks to have the fields already populated.

Created 04 Sep 15:46

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
3 Vote

Tag Email Follows The Thread

From the 1st point of tagging an email, the thread should continue to be tagged to the case unless otherwise selected not to. This will make it so that you don't have to go to your "Sent" Folder each time and tag your response to every email so th...

Created 03 Sep 13:43

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

3
25 Vote

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.

Created 10 Mar 21:51

General

1 Already exists
18 Vote

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...

Created 18 Apr 22:03

0 In Development
2 Vote

Add ability to save column options like autofit this column & autofit all columns

Adding this ability to the dashboards and advanced searches would remove the need for users to reapply this option everytime the page is refreshed or reopened.

Created 30 Oct 18:18

0
8 Vote

Auto mark Outlook events done when linked Neos case calendar events are marked done

When marking a Neos case calendar event as done the suggested automation would also mark the linked outlook event as done.

Created 16 Nov 21:24

0