Ideas & Enhancements

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

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

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

16 Vote

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;

The Adjuster does not populate until the Insurer is selected; You should not have to go looking for the Insurer lower down the screen

Created 18 Apr 21:55

0

Ideas & Enhancements

Filter by status

Filter by category

Add ability to edit PDF templates using Inline PDF Editor

Email Signature with same options as on outlook

Make entire Checklist item in Color, not just the code

Search by Auto "Policy" Number

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

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

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

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

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;

Filter by status

Filter by category

Identify yourself with your email address

Add ability to edit PDF templates using Inline PDF Editor

Email Signature with same options as on outlook

Make entire Checklist item in Color, not just the code

Search by Auto "Policy" Number

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

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

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

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

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;