Ideas & Enhancements
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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...
Guest over 1 year ago in  0

Auto Refresh the Calendar when a Outlook Item is Added into a User's Calendar

Add the ability to refresh the calendar or have it automatically update when an outlook item is added in Neos.
Guest almost 2 years ago in  0

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.
Guest almost 2 years ago in  0

Auto Save Notes

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.
Guest almost 2 years ago in  2

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 ...
Guest almost 2 years ago in  0

Settlement Calculator

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.
Guest almost 2 years ago in  2

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...
Guest almost 2 years ago in  0

Add Client/Case # as Column for Browse Documents

While it is nice to see all the general documents being added, this would be helpful to know what case the document is associated with. Also, if from this tab, we could then go into that case, that would be even more logical and helpful. As of now...
Guest almost 2 years ago in  0

Adding the ability to dismiss notifications

The ability of dismissing specific notifcations so that the user may clean up the notification window.
Guest about 2 years ago in  0

multiple messaging windows should be available

When taking a message for a case, you should be able to open a new message window without losing the original message;
Guest about 2 years ago in  0