Ideas & Enhancements

5 Vote

Dragging documents from Neos to an outlook email

We Would like an update where we will be able to drag documents from Neos to an Email using Outlook, just like we can drag documents to Neos from a folder.

Created 09 Aug 17:22

2
4 Vote

Have Minor Check Box and Date of Majority on contact card

Date of Majority and Minor check box should be fields on the contact information that are for Name ID as these dates do not change depending on case, the same way date of birth does not change.

Created 30 Nov 20:34

0
8 Vote

Documents Tab - Make the 'Open in SharePoint' option more visible

In the most recent update (8/22) - the Open in SharePoint button on the documents tab was moved to underneath a dropdown menu with no name (just 3 dots). We have staff members that need to be able to scroll through hundreds of pictures, and the ea...

Created 29 Aug 14:57

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
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
2 Vote

Link Documents to Manual Checklist Items

It would be helpful it a firm could create an internal document review checklist item with ability to link the document that needs reviewed.

Created 12 Jul 18:45

0
2 Vote

Case Checklist Columns

Include the Notes as an available column to view in the Case Checklist.

Created 11 Jul 17:16

0
15 Vote

Neos - Tabbing ability between fields

User would like to be able to tab from one field to another to have a typing workflow without having to resolve to using the mouse every time.

Created 04 Jun 21:00

General

3 Already exists
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
13 Vote

In provider tab - "Add Custom Value" option for Online Accounts Types

Oftentimes, providers have different emails for different things. For example, one email to get billing information and another email to get medical records. It would be nice to be able to label the type with the purpose of that particular address.

Created 13 Jan 18:25

General

0