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NEOS: Automatically create case event with LIM date so that it can be pulled into calendar reports

We need this to occur so that we aren't duplicating efforts within the platform and potentially missing SOLs that are not automatically pulled to attorney/staff calendars. This would also help immensely with reporting options for case-related dates.
Guest about 3 years ago in Checklist 0

save filters applied to the Staff Profile screen after closing or refreshing page

Users need to be able to save their filters for showing active users only as a firm does not require seeing inactive staff profiles every time they open the staff profile screen.
Guest 10 months ago in  0

Add Companion cases to Party Tab

A companion case should automatically be added as a Party to the other companion cases. Some documents can be created to include all companions but in order to create a doc in Case Documents, the individual must be added as a Party to the case. Se...
Guest 10 months ago in  2

NEOS- Display Multiple Time Zones on calendar items

Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will
Guest over 2 years ago in  0

Neos - After Sending Message From Case, close out back to that case (currently closes to closest tab)

When sending a message from a case, the new message tab opens, then once it is sent, the tab closes and will then open the tab directly next to it, instead of the case you might have sent the message from. When sending a message from the case, onc...
Guest about 3 years ago in General 0

Accessibility

Is your question addressed in the online help? NO If receiving an error or having an issue, what is the exact error or describe the issue. I don't know if this qualifies as something that can be resolved, but if not please take it as a suggestion....
Guest 10 months ago in  0

Roll due dates or reminders away from weekends or holidays

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0

Bulk update value code in Time tab

It would be great if there was a setting on Neos that will use week days and not weekends or holiday dates when schedling a recurring event? For example, we have some reoccuring events that get continued to a weekend date. No one is in the office ...
Guest over 1 year ago in  0

Allow Subscribed reports to update date fields each week they are generated

If reports are designed to show the information for the last week, can subscribed reports automatically update to show the next week each time the report is generated. So on Monday Feb 1 it will pull all opened cases from Mon Jan 25 to Sun Jan 31....
Guest about 3 years ago in General 0

add the Ideas & Enhancements as part of the Service Portal / Support Portal

I had to ask a few people to get access to the Ideas & Enhancements and feel like it should just be a button on the Service Portal / Support Portal to promote ideas from more people.
Guest over 1 year ago in  2