Ideas & Enhancements

12 Vote

On Search Bar "ALL" should be Default

Having the "ALL" as a default, can make life easier.

Created 28 May 21:12

3
9 Vote

Neos: Make an option to not post attachments to the documents tab but still list them in the notes when tagging emails to Neos from Outlook.

Users are making a suggestion that when you post an email to Neos from Outlook they would like to be able to just have the document listed in the note but not put the document in the documents tab to avoid duplicates.

Created 11 Apr 19:31

1
5 Vote

New Tag for Total Sums of Value Items

For documents where I do not need a table, but simply the sum total, a tag does not currently exist for having the sum total of a value code, such as the DTF or SUBRO items. Having a tag option for the sum total of a code would be very beneficial ...

Created 09 Jun 15:02

0
13 Vote

Option to hide calendar items marked as "Done"

Option to hide calendar items marked as "Done". This would clean up the calendar view and prevent confusion if user's miss the color in the appointment status

Created 04 Feb 18:21

General

1
7 Vote

Neos | Add the ability to add providers and parties to mailing lists in bulk.

We would like to be able to add parties and providers to the new mailing lists in bulk. We are aware you can do so using cases, but this is still on a case by case basis. Our firm has thousands of parties and providers, so this process would be sl...

Created 04 Nov 13:18

1
2 Vote

Calendar pop out

It would be great if I could pop out the calendar so that I could still view it while working on different cases.

Created 22 Apr 14:23

0
9 Vote

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our inta...

Created 30 Mar 18:45

1
1 Vote

"Trash can icon" in Documents

I'm not sure why functions are deleted from Neos that no one has complained about. Can we please bring back the "trash can" icon in the documents tab? It is really helpful to be able to just scroll to the end and delete a document rather than havi...

Created 07 Aug 21:15

0
1 Vote

Integrating Google Address API into Neos for Autocomplete Address

By incorporating the Google Address API into the Neos platform, we can enhance the address input experience. As users begin typing in the address field, the system will provide real-time suggestions based on the best matches from the API. Selectin...

Created 07 Aug 19:24

0
13 Vote

Neos - Customizable Fields in general tab that also shows on quick view and general ribbon at top of case

Much of the time, Neos is being used to store the data for searching later. Often this 'general' data is found in multiple different tabs within neos, or may require scrolling through several pages to get to the data needed. Efficiency is key so t...

Created 14 Jan 20:08

General

1