Ideas & Enhancements

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.

Currently their isn't a way to edit the documents tab in tab set up or layout manager. User would like to delete the ud field in the case docs tab because he doesn't use them.

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.

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?

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.

Currently in Neos you can only add 1 task code per time entry which is not convenient for us because at least 2 tasks are needed each time. Would help if you can multi-select task codes in 1 Time entry.

For auxiliary checklists the ability to reference a LIM date for a checklist item would be useful because Statutes can be different per case type and different depending on what state the incident occurred. Auxiliary checklists are not tied to a s...

firms would like to have a voice recognition like in previous needles versions, they are specifically asking for Cortana or other options as well. Cortana just aligns with this firm as they are using Outlook from O365

For all the reports, a footer should include page numbers that are Page X of Y

The current formatting of Neos Reports has margins that are est. .3 which is too small for most printers. A minimum margin should be set of .5