Ideas & Enhancements

5 Vote

Neos should allow us to add more than one signature with DocuSign Integration

Currently, we need to go directly through Docusign to add more than one signature in a document. It would be wonderful if we could automatically do this directly from Neos. This would save the firm so much time, and just be simpler. We sometimes n...

Created 04 Apr 17:28

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
14 Vote

Group Permissions

It would be nice to have the Enable option to work horizontally. An example would be when you are in a section that every other Permission needs to be toggled to enable you could do that horizontally first and then vertically to stop the ability t...

Created 25 Aug 20:05

0
11 Vote

A new layout manager field that acts as a note.

In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.

Created 07 Mar 15:10

4
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
4 Vote

Allow "complete" window to be moved around screen to stop it from blocking options while open

Add in the option to freely move the complete window around the screen or assign it to a different section of the screen to stop it from blocking options without closing it.

Created 06 Jun 20:47

0
4 Vote

Add option to force events to appear with the full event name visible in the global calendar.

Allow users to enable an option to force the names of each event to appear fully and with full visibility so the name is not cut off by the screen or hidden.

Created 06 Jun 16:20

0
21 Vote

Date Calculator - Should be able to backdate because of Scheduling Orders.

No description provided

Created 12 May 17:15

1
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
3 Vote

Marked VOIDED invoice as such on main invoice page

On main invoice page, it would be helpful to see which invoice was marked VOIDED right on that main page without having to click on each invoice

Created 08 Aug 16:54

0