Ideas & Enhancements

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
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
13 Vote

Please change the checklist back to the way it was prior to this new UI update.

Adding notations to checklist items is very painful now, and if the notation is too long, you can no longer click a checklist item to see the full notation. If the note extends past the field of view, there is NO WAY to see what the rest of the no...

Created 22 Dec 16:38

Checklist

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
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
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

Add' Downloaded Document from Documents Tab' to Activity Feed

Add' Downloaded Document from Documents Tab' to Activity Feed

Created 29 Oct 20:28

0
1 Vote

Add 'Intake Archiving' to Activity Feed

Currently when an intake is archived it does not display in the Activity Feed. Please add that so we can see who is archiving the intakes.

Created 29 Oct 11:42

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
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