Ideas & Enhancements

17 Vote

NEOS: Adding Hearing date to case tab should automatically prompt calendar event

It would be nice to be able to add Hearing dates etc. one time only. If we add a date to the case tab, a prompt (or something similar) should appear allowing us to simultaneously add it to the calendar rather than having to add it to both each and...

Created 03 Mar 21:01

Calendar / Case Tabs

0
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
17 Vote

Email Signature with same options as on outlook

The email signature on needles is very rudimentary. I cannot adjust spacing between lines. I cannot add our logo in jpeg format (or any other format). Basically, the email signature on neos should match my signature on outlook, but this does not s...

Created 28 Feb 18:54

0
17 Vote

Make entire Checklist item in Color, not just the code

Please have the entire checklist item colored, not the code, as it was in Needles. This isn't visible enough.

Created 25 Feb 19:12

Checklist

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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
6 Vote

Provide for "if, then" logic to generate tasks in the checklist

Allow a task to be generated based on whether something has or has not occurred. This would enable tasks to be generated only if something has not happened (a client or another firm has not returned a required document by a specific date or after ...

Created 14 Feb 19:16

0
6 Vote

Add one line of Synopsis screen to the individual cases durng search

It would be very helpful if we could see at least the first line of the synopsis when searching for cases where the party has multiple cases. Often time we identify the case by the body part which is listed in the synopsis.

Created 14 Feb 16:35

0
9 Vote

Problem when entering a new Party or Provider into Neos: When entering an address for a party, if there is no zip code extension, Neos auto-fills the City, State, County and Country, which is great. However, if there is a zip code extension, Neos erases the auto-filled City, State, County and Country. Please fix this, because having the auto-fill info is helpful.

No description provided

Created 01 Aug 17:01

1
11 Vote

Expand "Lazy Loads" (preview screen that appears when press the down arrow) in the Notes sections to be able to view bigger screens

I wish we could expand the "lazy loads" of the notes so we could make the screens bigger and see more at once. Also, it doesn't seem to "shrink to fit" depending on the size of the browser so sometimes i have to slide the cursor far to the right t...

Created 22 Mar 19:49

0
4 Vote

In advanced search for calendar inquiries, reinstate location and note information

In the knowledge base, it is mentioned that location and notes/description are no longer available when running an advanced search for calendar. This information is extremely useful when running an advanced search. Please bring this back for repor...

Created 24 Jun 21:03

0