Ideas & Enhancements

6 Vote

NEOS: Allow audible notifications (text, messages)

That each staff can select whether to use or not. If you aren't looking at the screen, it would be very helpful to hear that audible notification or "You have a new message" so it is clear when you receive something.

Created 14 Nov 23:53

0
18 Vote

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.

Created 17 Mar 19:32

General

4
5 Vote

Allow bulk updating in advanced search to blank

We sometimes have the need to remove a staff member from multiple cases on the case tab but we do not want to replace them with someone else. We just need for it to be blank. It would be beneficial to be able to bulk update those staff assignments...

Created 02 Feb 21:09

0
2 Vote

PDF Editor PDF Doc Pop Out from Browser (Multiple PDFs at Same Time)

A PDF open in PDF editor should pop out from the browser to allow work on the PDF or multiple PDF's. You could see the PDF document and the fonts better. And be able to drag pages from one PDF to another PDF in a separate popped out screen. You co...

Created 02 Oct 12:55

0
4 Vote

Please add "Case Name" to Column Options for Companion Cases

Please add an option to allow users to add new columns in the companion cases list or specifically add the Case Name column to the list of options.

Created 22 Apr 12:53

0
11 Vote

Put 'Add' button near back button on Value Tab

With the change of the 'back' button on the value tab to the left hand side of the screen, you now have to move your mouse to the right of the screen to click 'Add' a new Value item, whereas before the 'back' button was on the right hand side so y...

Created 29 Sep 14:17

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
7 Vote

Neos: Add option to "Favorite" merge templates

In the instance the merge template isn't linked to a checklist item, users would find it very helpful to be able to "Favorite" their most used templates. It is very helpful when you have hundreds of templates.

Created 18 Aug 16:56

0
7 Vote

ABILITY TO CHANGE ATTACHMENT NAME WHEN TAGGING EMAILS TO NEOS

Most of the time attachments come with names that are not appropriate, we have a specific name we give to documents and it defeats the purpose of having to go back to the system, look up the folder and rename the document when it could have been d...

Created 17 Aug 14:18

0
2 Vote

Active but not Auto-Generated Checklist items

There should be another option for checklist items called "Auto-Generate", and not just Active and Inactive. If an item is listed as "Active" it generates for every case. If it is not "Active", you cannot add it at all from the +Add button. There ...

Created 30 Sep 17:47

0