Ideas & Enhancements
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Add a check box to the case header to indicate if client has health insurance.

would be helpful to see at a glance if the client has health insurance - for purposes of settlement, negotiations, closing, etc. Especially if files get moved around, it's an important flag and should be easier to see than having to dig into the v...
Guest about 3 years ago in General 0

Add Multiple Values after saving without having to click out and back into "add" screen

since i'm already in the "add" section and i've already saved, I feel like I should just be able to type in a new provider and assign a value and hit save again, but it will only save the most recent one i've edited and makes me exit out to the fu...
Guest about 3 years ago in General 0

Adding more information to subject line when receiving email regarding message received

When having the option enabled to receive new messages and message replies via email, the subject line is very vague. It would be nice to see additional information such as the case information that was attached to the Neos message.
Guest about 3 years ago in  0

More User Defined Tabs

Having 5 flat and 5 list tabs is good but some firms will often use all tabs in all case types. Adding in the option to have 10 list tabs and 10 flat tabs would work as the removal of CRM (another list tab) can be a problem
Guest about 3 years ago in General 0

User would like to be able to have a convert button when post an attachment from the outlook addin

User would like to be able to covert a word doc he is tagging to the case docs to a pdf before it goes in to the case docs
Guest about 3 years ago in General 0

Neos - Change Default Layout for Negotiation tab

In Neos, when adding an insurance negotiation it would be better to added the insurance information first because when selecting the insurance type that was added on the insurance tab the negotiating with will auto-populate when the adjuster is al...
Guest about 3 years ago in  0

Add dormant filter to search screen status

We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.
Guest about 3 years ago in Auditing 0

Neos- Add Document Type above the Category on the Case Docs tab

Currently, when viewing the detail view of a file on the Case Docs tab, Document Type is listed below the category. However, the Document Type should be listed first since it is the subfolder that the file gets moved to and the category only furth...
Guest about 3 years ago in General 0

adding notification for companion cases

having a notification like the messages do for the companion cases to bring to other staff members attention that there are companion cases linked
Guest about 3 years ago in General 0

NEOS - Differentiating items from an aux checklist

The ability to tell the difference between the items on a checklist that were added from an auxiliary checklist. Possibly by a column or color coding?
Guest about 3 years ago in Checklist 0