This would allow us to view things like Companion Cases/Values while at the same time being able to make notes for users that only have a 1 screen set up. Right now you have to Open Sidebar Links like Case Docs in the same tab, then open in Sharep...
Sometimes a duplicate provider entry gets made, and one will have the phone number only and the other will have the address only. Would love a MERGE function where the two can be combined with selection options for what data to keep, and auto-dele...
Allow for editing or deleting Neos Intake Pro dashboards
When upgrading to intake pro, we are able to view "Intakes Overview". In there are 3 dashboards: Intakes By Stage, Idle Leads, & Intake Checklist. These are very useful tools, however there is space for greater utility if we are allowed to edi...
Neos | Allow users to add custom values to a mini directory for Provider Card phone types.
We would like to add several new phone type categories to our provider cards and would like to do this without having to manually enter the data on each individual provider card. It would be helpful if there was a Mini Directory for this phone typ...
More fields available when saving a document to docs tab
Documents have many fields availalbe but not durinig the saving process. We would like the have the ability to place a document date in while saving instead of opening each one after the save to alter it.
Allow ability to Auto-Save notes in Neos, we had a power outage that wiped out the power for the whole office at the firm, those int he middle of writing notes lost their entire notes.
Reduce unnecessary white space in Note header fields
The Notes tab currently has an excessive amount of white space between the header fields and their labels on the Notes themselves, as seen in the attached screenshot. For users with visual handicaps or disabilities, it can be incredibly difficult ...
Allow the Settlement Calculator to pro rate the settlement amount. Some states allow settlement to be split 3 ways. This would eliminate staff having to calculate the amounts.
Duplication Check when Adding Cases via + New Party
My team has entered several duplicate cases because the duplication notification is only activate when you search for the name under "Select a Contact", not when you go straight to + New Party. When you choose + New Party, it should still run a du...