Ideas & Enhancements

9 Vote

More "Bulk Action" options in Case Docs (Party and Tags)

Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...

Created 21 Nov 15:59

3
11 Vote

Office Location field in Staff Profiles

With Neos being a Cloud Based Solution, it makes sense that there may be users in different physical offices. It would be nice to have a way to make a note of which user is in which office. Trialworks has a feature similar to this.

Created 31 May 19:45

0
7 Vote

Option to open a case in Neos that an email is tagged to from outlook

Add a button to the outlook insert tab that will open a case in Neos that the selected email is already tagged to. Users would not have to pull up the add-in to see the case that the email is tagged to and then search it up in Neos just to open th...

Created 25 Apr 20:16

1
2 Vote

Integrate Elevate

Can we integrate Elevate, our phone system, the same way ZoomPhone is integrated?

Created 10 Jun 14:16

0
7 Vote

Add ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 19 Apr 17:08

0
15 Vote

NEOS - Searching AKA names

Would like the ability to search AKA names in the format of FIRST LAST instead of only LAST, FIRST.

Created 17 Jun 20:27

0
11 Vote

Provider "card" should allow printing

A print icon should be added to the Provider card so it can be printed

Created 12 May 12:33

0
16 Vote

Dashboards and reports cannot pull multiple checklist statuses.

Currently firms have to run two separate reports or have two separate dashboards if they are trying to pull information on checklist items with different staff codes. For example the dashboard "Checklist items by staff assigned" that is native to ...

Created 15 Mar 19:42

Checklist

4
2 Vote

Allow ability to toggle through value tab items

Instead of having to return to the list of items after recording a transaction, it would be greati f we could toggle through the items like we could in Needles.

Created 07 Jun 13:08

0
4 Vote

Remove the Donut Chart from Value Item Details

Remove the donut chart from value item details that appears after a transaction has been added. It often pushes the super important DUE field off the screen.

Created 21 Dec 15:16

1