Ideas & Enhancements

2 Vote

Neos Add-in - Add Ability to keyword search Document Type & Category when tagging attachments

Neos Add-in - Add Ability to keyword search Document Type & Category when tagging attachments instead of having to scroll the list manually

Created 12 Mar 14:57

0
1 Vote

Intake Folders in sharepoint to have a holding place

It would help our firm if intake files had a placeholder in sharepoint before using the client name. This way, we would better be able to organize and do internal reporting on these files until they are able to speak to an attorney. An idea for th...

Created 12 Mar 20:06

0
1 Vote

Neos / Sharefile Working Together

It appears that if you create/utilize "Document Type" when saving a document directly in Neos, it creates a "Folder" and thus, a tab under the Documents area in Neos so you can easily see only those files in that folder (when viewing in "List View...

Created 12 Mar 15:20

0
1 Vote

Make Subject Field Editable for Text Message Notes on Notes Tab

Currently you are unable to add a 'subject' to Text Message notes - it is not an option when you open the note to full screen - would like to be able to modify the subject on text message notes

Created 11 Mar 20:13

0
12 Vote

Add ability to include hyperlinks in intake layout

We would like to add hyperlinks to documents / websites in the intake screen. For example, during the intake, our team needs to identify whether a potential defendant is a state or federal entity. It would be very helpful if we could add a link to...

Created 26 Feb 14:29

0
20 Vote

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury!!!! Let’s talk about the Neos Calendar —a tool that should be working for us, not the other way around. First and foremost, why on earth can’t we LOCK staff colors and their ...

Created 04 Feb 16:36

2
155 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25
71 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

26
69 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 15:50

28
3 Vote

Customize the Name Section to include the insurance company with the adjuster/provider at a glance

For adjuster contacts, modify the Full Name field to include the Insurance Company Name in parentheses after the adjuster’s name to see at a glance. The AKA section doesn't display it even if it's included. - Example for Insurance tab: Insurer/Ad...

Created 05 Mar 13:22

0