Ideas & Enhancements

8 Vote

Ability to add multiple entries to the value tab at one time (neos)

This would be extremely helpful when a case settles and we have to add a break down of the settlement funds, for example.

Created 28 Apr 19:16

1
5 Vote

Neos - Tell me about character limits before I get internal server error

I will often be editing in layout manager or phone number type and have no idea I've gone over a character limit for a field until I click save and get an internal server error. Then I have to hunt around and guess which change is prompting the er...

Created 13 Apr 18:20

0
11 Vote

Ability to add more than one auxiliary checklist item at a time.

No description provided

Created 03 May 20:32

6
3 Vote

Add a topic for tag to emails

please add the topic "Discovery" and "medical records" and "Authorizations" to the drop down list when tagging an email.

Created 04 Dec 22:29

2
4 Vote

Adjustable font size in Neos

The font size in Neos should be adjustable. At least a couple of sizes to choose from like on a cell phone you can choose the text size.

Created 07 Aug 17:13

1
6 Vote

QuickBooks Integrator notification when exporting to an unlinked name

Currently when exporting checks/deposits to names that have become unlinked between QuickBooks and Neos, the integrator will create a new name with the Vendor/Provider ID in parenthesis. This duplication can causes issues for firms. Instead, we wo...

Created 12 Dec 19:19

1
3 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
4 Vote

Dashboard Tiles - When adding new tiles to a dashboard, add them to the bottom. Also add a sort option.

Right now, the dashboard tiles do not hold their position. When you add new tiles, all tiles shift and you have to reorganize them all. Please make it easier to retain layout or add a sort option.

Created 02 Aug 17:53

0
1 Vote

Calendar Update to Show Status at a Glance

In needles the calendar entry was color coded based on status. This new calendar is inefficient in that updates can only be seen if hovering over, or opening the calendar entry. Also, in calendar for case, allow for sorting by date.

Created 26 Jul 15:53

0
3 Vote

Neos - Value tab graphics for payments/adjustments - Useless and takes up too much room

Please either change the purpose for the graphic or move it to the bottom of the right side of the screen. For now, we have to scroll down to see the due amount.

Created 29 Nov 23:46

0