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Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...

Guest about 2 years ago in 0 In Development

3 VOTE

Correct scrolling in the Value Tab to get to very bottom of Value items

With the recent Neos update, one of the major issues in the Value Tab is it no longer scrolls to the very bottom of the list of Value Items for cases with a huge amount of Value items. It is a huge problem not being able to scroll down to view eac...

Guest 7 months ago in 1

27 VOTE

Employee Action Tracking

Audit on Employee actions above Audit Reports

Guest about 5 years ago in Auditing / General 0 Future consideration

3 VOTE

Can you please consider adding a search option based on Accident/Incident Number?

Guest 7 months ago in 0

4 VOTE

Assign default Value Categories to Providers

the ability to assign a value category to a provider’s contact card so when entering a value item, the value category automatically references the category entered for the provider. This would help insure the value category is completed and most i...

Guest 9 months ago in 0

3 VOTE

When tagging emails, have last tagged file appear at top of suggested list

A partner asked me to suggest that the system remember the last file he tagged an email to, since we can't bulk tag emails yet. That way, if he has 7 emails to tag to the same file, he doesn't have to look it up 7 times.

Guest 7 months ago in 0

17 VOTE

"date created" in docs

It's not the date the document was created...it's the date it was last accessed.

Guest about 3 years ago in General 1

2 VOTE

Neos Activity Feed - It would be helpful to get more granular on changes that are made (i.e., close date)

Add filters to filter activity feed by important fields on the case type such as close date, maybe Case Name since that affects the client folder, etc. Another helpful area is to show specific changes to the party tab. Currently, no details are gi...

Guest 5 months ago in 0

6 VOTE

Register for New in Neos in 19 and other Neos Academy and other events

It would be nice to have the ability to register for all the Register for New in Neos in 19 and other Neos Academy and other events under the Staff Profile eliminating the need to be bombarded with emails for all these events. Then you would just ...

Guest about 1 year ago in 0

8 VOTE

Neos Admin's should have the ability to adjust the Cascading Style Sheets to adjust Padding & Fonts

The goal of this would allow firms that have long case screens to adjust the Padding or space around each field so that scrolling can be brought to a minimum. This would have hug impacts for staff wellbeing.

Guest over 1 year ago in 0

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