Ideas & Enhancements

15 Vote

Neos-Ability to have subfolders for Client files in SharePoint

Instead of having everything written to the root of "CaseFiles" you should be able to have more folder stuctures such as case types, closed, broken down by year, etc.

Created 12 Aug 21:08

Integrations

1 Unlikely to implement
6 Vote

Register for New in Neos in 19 and other Neos Academy and other events

It would be nice to have the ability to register for all the Register for New in Neos in 19 and other Neos Academy and other events under the Staff Profile eliminating the need to be bombarded with emails for all these events. Then you would just ...

Created 08 Mar 17:14

0
6 Vote

Medical Tab

I see we have a value tab, but it would be nice to have a tab dedicated to all medical treatment. It would be organized by medical provider, you would be able to click on each provider then a screen would open up with any attached pdfs, dates of s...

Created 07 Mar 23:52

0
7 Vote

Administrator permission to force a log out of a user if they are found to be logged on in more than one location.

A functionality in Needles that is not present in NEOS, is the ability to force out a user. Should a user have left themselves logged on in a location besides their main workstation or are logged on in multiple locations, it could be seen as a sec...

Created 22 Nov 19:25

0
5 Vote

Print all neos Notes

We need the ability to print all Neos notes instead of having to print individually. Need this for trial prep as well as possible legal malpractice claims. I will note this has been requested since 2020. We need it NOW!

Created 15 Jun 13:54

0
2 Vote

Add a value tab for intakes to keep track of referred out clients fees

Having a value tab for intakes will make reporting easier as cases that are referred out will not have to be saved as a case in the referring firm's Neos and have those cases come up when reporting for actual cases open for the firm

Created 26 Apr 13:03

0
4 Vote

Add Subject to Messages

We would like to see a subject option for text messages just like there is for notes

Created 28 Sep 14:14

0
7 Vote

Value tab navigation

Value Tab navigation screen - within the VT entry, the "back" button should be on the right side of the screen for ease of going back, there should also be a next or previous entry button so we don't always have to go back to the main VT screen to...

Created 15 Nov 14:37

0
2 Vote

Flat tabs-Gray font is unreadable

The gray font is unreadable

Created 25 Apr 22:10

0
4 Vote

Emoji translation in text messages

Many clients include emojis in their texts back to us, and they show up in the system as question marks (?). If the system to translate them to the correct character (or even read them into the system the way voice-assisted messaging does), that w...

Created 26 Sep 17:18

0