Ideas & Enhancements

7 Vote

Users should be able to access all emails associated with a provider from within the Conacts tab of a case.

A client has voiced the desire to be able to send an email to all associated emails of a provider from within the case contacts tab. As it stands now, a user will be redirected out to the Provider card/Address book and then can only select one ema...

Created 29 Mar 16:55

0
3 Vote

Customizable Columns in Staff Directory

Currently, most areas of Neos where there is a list of entries there is also an option to modify the columns. On the staff directory there is no ability to modify the columns. It would be very helpful to have the column chooser functionality avail...

Created 08 Mar 20:46

0
3 Vote

Value tab reports in excel spreadsheet

Maybe it's already possible and I did not see it, but I would like to be able to download any settlement memo report in excel. not just PDF

Created 07 Mar 17:13

0
16 Vote

Neos - SharePoint Link - Back on Case Tab

With the Jan 25 Update users have to go to the Documents Tab and go to Settings to access SharePoint link for the documents of a case. Users would like to have the hyperlink in the Case Tab again for easier access.

Created 26 Jan 14:06

General

2
3 Vote

"Select all" feature for copy to other cases option in bulk actions for documents.

When given the option to copy to other cases by clicking on bulk actions for documents, there should be a "select all" option instead of having to go back and forth when searching for the cases. For example, I need to upload a complaint to 454 cas...

Created 06 Mar 19:09

0
3 Vote

Bulk Action to Upload Documents to DocuSign

Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case

Created 06 Mar 17:54

0
9 Vote

Add print button on intake

It is much more efficient and trackable to put intakes first into Needles instead of handwriting them, but we still need a paper copy of the intake for the Attorneys and Paralegals to review when the lead comes in for an interview.

Created 29 Sep 19:57

0
7 Vote

Bulk Update from the Names Advanced Searches - mailing lists

User would like to be able to bulk update names from advanced search I.E. adding or removing names from mailing lists.

Created 22 Mar 18:12

4
7 Vote

Neos Calendar: Please make it easier to go into a case from the calendar event without having to open the event completely

No description provided

Created 21 Mar 23:50

1
6 Vote

Texting to Non-Contact

Please add ability to text in a case without having the recipient formally added as a contact. There are many times we need to send a text to someone that we do not need to add as a case contact. Need ability to generate a new text thread from wit...

Created 15 Jun 10:05

0