Ideas & Enhancements
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Neos Intakes: Allow for Defaulting of Party to be Company on Worker's Comp Intakes

The firm's Party #2 in Intakes is always a company, as it is an employer. Firm would like to have Party #2 default to always be a company so they do not have to change from person to company each time. (Party #1 should always be a person)
Guest over 2 years ago in  0

Allow bulk updating of User defined fields

It would be useful if we could bulk update User Defined fields in Neos. Currently you can only bulk update standard fields.
Guest over 2 years ago in  2

Hidden Intake Fields

When modifying a case specific intake, the ability to mark a field as hidden on the layout manager would be great. If you delete a field it removes all of the data from every open/closed/rejected intakes. If you were able to hide them, you can kee...
Guest over 2 years ago in  1

Add "Date Paid" section for Invoices within Record/Requests Tab

have a date box to add when the invoice was paid
Guest over 2 years ago in  0

Please add an option to "Add Intake" when looking at search results for a party.

Currently it only gives Add Case and Add Provider. By adding this tab, it will help alleviate duplicate parties being added to Neos. This tab will allow us to go directly into creating the intake while on the phone with the client, and it will sav...
Guest over 2 years ago in  0

Counsel Tab - Checkbox for if they are Active on the Case

Would like the option to check a box on the counsel tab indicating whether or not this attorney is still assigned to the case. If they are no longer assigned to the case, this box would be able to then filter that attorney from appearing in the dr...
Guest over 2 years ago in  0

Merge templates: Tagging for multi-party/provider when a firm migrates from Needles

When converting codes to tags for migrating firms, we should also look at the prompts as outlined in Needles to create the identifier/prompt in the Neos tag. Add the identifier designated in Needles to identify the prompt. For example, "Select Cli...
Guest over 2 years ago in  0

Mini-Directory Default Values

It has been requested that the option for default values be added to mini-directories. The specific context is so that clients can have intakes auto generate an intake-specific class code on creation.
Guest over 2 years ago in  0

Link note in Notes tab to Record/Requests it pertains to

When noting in the notes tab pertaining to a particular request in detail, have an drop down menu where you can choose a request it pertains to. So when you are are in the Record/Request tab you can either see those notes directly or have an addit...
Guest over 2 years ago in  0

Record/Requests - include hyperlink to document from record/request tab

Have an area where the document can be viewed from the record/request screen, not needing to go to case docs to view document.
Guest over 2 years ago in User Tab 1