Ideas & Enhancements

5 Vote

After re-naming documents, don't bring back to the top of page

I wish that every time I renamed a document, Neos didn't automatically re-set and bring me to the very top of the page. When I have hundreds of documents in a case, it take forever to find my place again. Instead, it would be nice if it kept my pl...

Created 21 Mar 17:36

1
5 Vote

Allow Multiple Create New Message Tabs at Once

In Neos currently, whenever you have a new message that has yet to be sent, and try to type a new message to a different recipient, the first message and all the data in it gets deleted. It would make things a lot easier for many firms if they cou...

Created 21 Mar 15:35

0
5 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
10 Vote

Can't see the entire name of Documents in the Document Generator template list

When you go to generate a letter, you can't see the entire name of the document and you can no longer resize the columns to be able to. If charatcters are going to be limited, that should be known. Characters are not limited anywhere else, so they...

Created 14 Jul 12:16

1
1 Vote

Add option to move existing reports to a different category

Add in a option within each saved report to move the report to another existing report category within the reports library.

Created 23 Jul 13:03

0
9 Vote

Make the special note section stand out more

In Needles 4 - this red flag section actually turned red when something was put into it so it stands out. With Neos the bar is a dull gray and easily missed. Would like to either have the whole bar with a colored background or have the text red so...

Created 12 Nov 16:48

1
4 Vote

Neos/Sharpoint sub-folders

For years our firm linked Neos cases to sub-files in SharePoint. With the new update, this feature has stopped working and it is disrupting the normal work-flow. Any method suggested as a supplement (such as companion cases) would require us to de...

Created 18 Jul 17:35

1
11 Vote

Neos- Ability to have a Status Tab

In Needles, the status tab was useful to keep track of only important information instead of viewing everything listed in a Case Facts report. Would love to see this feature added to Neos.

Created 05 Mar 18:12

General

0
5 Vote

Browse documents screen should include the case as a viewable field

The main browe documents screen lists all of the documents in Neos. In the first versions of Neos the case a document is associated with as field was viewable in the list. Now it's not. Without the case field, the document list lacks important con...

Created 16 Mar 14:24

0
5 Vote

New Accident Info Tab Needs More Info

The new Accident Info tab is a great idea - but its execution is poor as it lacks the fields that are needed for a true "One Look" page. (If this does not contain everything needed then it defeats the purpose. (And has odd fields like Defendant on...

Created 16 Mar 13:28

1