Skip to Main Content
Ideas & Enhancements
ADD A NEW IDEA

General

Showing 578 of 2691

User would like to be able to have a needles archive folder in SharePoint for their old cases

User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.
Guest about 3 years ago in General 0

NEOS User Listserve

It will be nice to have a NEOS User listserve for users to share ideas between firms concerning the best uses and practices in NEOS. Maybe a Facebook group or something of the like.
Guest about 3 years ago in General 0

NEOS - Changing Case Field Name

Changing the case field name does not update the locations where it is currently used. It would be nice if it pushed the update out.
Guest about 3 years ago in General 0

Neos - Remove the Address from being required

Currently in Neos, when adding a new intake an address must be added. The address is not always collected on the initial call with the client so would be nice to not see this as a required field.
Guest about 3 years ago in General 0

Neos - Add Docusign Filtering in Advanced Search for Reports

Neos - Add Docusign Filtering and Columns in Advanced Search for Reports
Guest about 3 years ago in General 0

Neos - Time entry toggle for minutes/decimal format

Some firms are used to entering time in decimal format (e.g. entered as ".4 hours") and would like the ability to toggle between entering time as minutes or decimals.
Guest about 3 years ago in General 0

Adding Case Dates to Case Type -- Add/Remove should move when scrolling

The add/remove icons should move when you scroll through the list when creating or removing case dates from a Case Type. They currently are set at the top of the form and you must scroll back up the list when you want to add a date.
Guest about 3 years ago in General 0

In the case type set up user would like to limit the amount of staff he sees in the assigned to section

User would like to instead of making the inactive, limit or get rid of some staff from the drop down column when in case tab, assigned to field.
Guest about 3 years ago in General 0

Fix the current product before adding new features!

Every single time I use the product I get errors which require support and stopping working and lots of downtime. Please please please stabilize the existing NEOS system before adding new features.
Guest about 3 years ago in General 0

User would like the case info to show all provider associates in other tabs like counsel and insurance

When going in to outlook and using the neos outlook addin in case Info. User wants to see all the provider cases they are associated with like if they are in the insurance or counsel tab.
Guest about 3 years ago in General 0