Ideas & Enhancements

2 Vote

Allow Neos/Zapier Metadata Field to be added as a column in advanced search

With the Neos integration with Zapier, Metadata can be used as an additional field. We need this information to be used as a column in advanced search, not just a filter. This way, the data will be available for advanced reporting.

Created 19 Jul 17:07

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
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
1 Vote

Auto Delete Duplicate Emails

Since you do not currently have the ability to tell that an email has already been tagged in Neos, it would be nice to be able to automatically find and delete duplicate emails.

Created 15 Nov 20:16

0
2 Vote

Allow inactive users to receive messages

If a user gets deactivated while on leave, if they already exist in a message chain, the message cannot be sent. Can Neos have a process to put those messages on hold so that if/when the user comes back they can receive those message and the messa...

Created 17 Jul 13:50

1
5 Vote

Have the activity feed show what field was changed, specifically for the Party and Case tabs, but all would be helpful.

It would be very helpful if the activity feed showed exactly what field was changed in the Party and Case tab. Currently it only shows a change was made but does not show the change made or what field was changed.

Created 20 Jul 17:00

1
6 Vote

Ability to Filter Search by File Type

Plain and simple, Filter a search by a file type like PDF, Word Doc, or Excel file types. Our users utilized this often on our old system and there is no way to do it here with the doc searches under a case or Browse Documents.

Created 20 Mar 15:24

0
5 Vote

Show full name of contacts consistently across contact cards, cases, views

When one has persons with similar names, it is helpful to how the full name (with initials, etc.) to ensure you are referencing/addressing the proper contact.

Created 19 Jul 16:20

1
12 Vote

Neos- Add more filters on Browse Documents

Currently no way to filter Document Category, Case # or Date Created on Browse Documents screen. These filters would eliminate the need to have to go in to each case documents tab every time you need to access a specific file.

Created 22 Mar 19:30

1
14 Vote

Neos - Ability to select the calendar view

In Needles 4 and 5, each staff could select a scheduled set of time on the calendar. Example, I want the needles calendar to only show times between 9 am and 5 pm.

Created 21 Jul 14:30

General

0 Future consideration