For documents where I do not need a table, but simply the sum total, a tag does not currently exist for having the sum total of a value code, such as the DTF or SUBRO items. Having a tag option for the sum total of a code would be very beneficial ...
In premium texting, when someone responds to a staff member's text, ONLY that staff member receives a notification, not everyone assigned or who has ever sent a text in that claim.
I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...
We would like to be able to put the tabs in a different order that makes more sense to us. For instance, moving one of our user tabs to be listed directly under the Counsel or Case tabs.
Import from CSV - Ability to toggle the default address box
When importing intakes from a CSV there are options to map address 1 and address 2 but there is no option to choose which one is the default address. Users are currently forced to manually go into each intake, contact card, or case to manually tog...
It would streamline the value item review process if you could move between the detail page of value items using navigation arrows, like you can with notes in a case.
Currently "past month" pulls everything from the last thirty days rather than the last month, "past week" pulls everything from the last 7 days rather than everything that has happened in the past week, and so on. It would be more clear if instead...
After re-naming documents, don't bring back to the top of page
I wish that every time I renamed a document, Neos didn't automatically re-set and bring me to the very top of the page. When I have hundreds of documents in a case, it take forever to find my place again. Instead, it would be nice if it kept my pl...
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