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Ideas & Enhancements


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Ability to Filter Search by File Type

Plain and simple, Filter a search by a file type like PDF, Word Doc, or Excel file types. Our users utilized this often on our old system and there is no way to do it here with the doc searches under a case or Browse Documents.
Guest about 1 hour ago in  0

Adding & Highlighting Negotiations Notes on Notes tab.

We would like the ability to Highlight Negotiation topics on the Notes tab. Also, when adding a note to a Negotiations we would like to see it automatically be added to the Notes tab as a Highlight Negotiation topic.
Guest about 1 hour ago in  0

Tagging a Neos note to a Negotiations.

When an attorney or case manager selects a Negotiation note topic, we would like to force a step that would require them to tag it to a specific Negotiation.
Guest about 1 hour ago in  0

New Note tab on Checklist item - add to regular "notes" list as well

make it so any note added at the checklist level is duplicated to or has option to be added to the regular "notes" folder
Guest 3 days ago in  0

Show which person(s) has an open/active case(s) in first box on search option

if trying to locate a person/case with a common name but little other info, you have to click on each person to see who has an open case
Guest 3 days ago in  0

Add ability to move tabs in Neos like Needles

This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely severely hampers my productivity. Frankly, it feels like I am operating a computer from the 1970's trying to navigate between cases. Adding...
Guest 3 days ago in  0

documents side window

Neos really took a few steps back after the latest release. Simply tasks are taking longer due to the design of some fields. One is the header (already submitted an idea for that). Two, the layout for the side panel on documents is a waste of time...
Guest 4 days ago in  0

We would like to be able to edit the default email for a provider.

The circle appears in the provider card telling us what is the default email, however, it does not give us the option to change the default. Clicking on the circle of a different email, or clicking the edit button to change the default email would...
Guest 4 days ago in  0

Neos | Case Header now hides most fields by default unless maximized.

The Neos case header after the release today now hides most of the fields we have selected unless we maximize the header. We have to click this open every time we navigate to a case as it does not stay open by default. It would be nice if the head...
Guest 4 days ago in  4

Being able to add CV and Reports under the WIT/EXP/DEPO Tab

Having the CV and Expert Report under the named expert would be very helpful.
Guest 4 days ago in  0