Ideas & Enhancements

5 Vote

Advance Search Multiple User List Tabs

Provide an option to use multiple user list tabs (1-5) in advance search to create reports with columns from multiple user list tabs (1-5). Not just the one tab selected in the "search for" dropdown menu and the entry tabs (6-10).

Created 26 Sep 20:18

0
2 Vote

Add Location/Staff Assigned Filter in Advanced Search for Calendar

When in advanced search for calendar events, you cannot filter by staff assigned or location of event. Please add this to the list in advanced search.

Created 06 Jun 14:41

0
16 Vote

Neos - Add Ability to copy flat tabs

Add the ability to copy flat tabs between cases (Ex: Case Tab, Accident tab, etc.)

Created 25 Feb 20:05

General

0
14 Vote

drag and drop documents from Neos into an email as an attachment

It would save a TON of time if we could drag and drop docs in Neos into an email to be sent as an attachment. We can already drag from email and drop to Neos - why not have the ability to drag from Neos and drop to email? Would save so much time v...

Created 13 Aug 21:33

3
10 Vote

Update Multiple Cases permission should not be tied to Bulk Edit

The Update Multiple Cases permission should not be tied to Bulk Editing a specific case, this limits the ability of staff to make bulk edits to their case docs tabs (document type, category) because we have restricted their ability to mass update ...

Created 21 Jul 12:57

0
1 Vote

Adjuster auto email

When you email an adjuster have it populate the RE lien with claim number and the client name

Created 29 Aug 19:42

0
1 Vote

Sync contacts from Neos to phone and provider cards

No description provided

Created 29 Aug 13:39

0
2 Vote

View others messages based on staff with restrictions

Would like to see staff members that help manage other staff members to view message but restrictions added to them also to not have access to attorneys messages

Created 04 Jun 21:43

0
2 Vote

Integrate with HotDocs

MS Word document / template coding is really poor. Wordperfect was better, but HotDocs, I believe, is a good work around for generating good, solid, non-needed-to-be-edited documents from templates and inputs.

Created 04 Jun 19:22

0
7 Vote

Automation feature present when creating or modifying a checklist item.

When creating or modifying a checklist item it would be nice to have the a Automation feature available for editing instead of having to go to a case and select the checklist item and then add the Automation features.

Created 29 Mar 21:10

0