Ideas & Enhancements
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Neos - Open Audio files in SharePoint, not direct link

Currently inside of Neos, whenever you try accessing an audio file of type WAV, the file will be brought up with a direct link to the sharepoint file, IE: https://[domain].sharepoint.com/[folders]/[filename].wav This is extremely unfavorable for a...
Guest about 3 years ago in General 0

Copying case dates to companion cases

The program should have the ability to copy over case dates from one companion case to the other. Same feature that is available through bulk actions for documents, insurance tab, counsel tab, etc.
Guest about 3 years ago in General 0

Mailing list option of general and unselected is no longer available.

If mail was returned and the address was no longer valid for the individual, the option to unselect that address from any mailing list was available until an updated address could be input. without this option, we will end up wasting a lot of mone...
Guest about 3 years ago in General 1

Quick-Fill Scrolling

When you have too many quick-fill options to fit in the normal box, you have to scroll the entire little pop-up box to be able to see the rest of your options. This took me a while to figure out and is a little clunky. I am not sure the solution t...
Guest about 3 years ago in General 0

Spacing on Party Tab

Address info should be further up on the party screen. It used to be so consolidated and now you have to scroll for it because it was spread out so much.
Guest over 3 years ago in General 0

Being able to export the settlement memo as a word document as well

The client want to be able to export the settlemenet memo in a word format so they can modify it further if needed.
Guest over 3 years ago in General 3

Layout Manager: Allow Items to be Placed Horizontally, as well as Vertically

#99495: Currently, users can move items vertically in the layout manager. The user requests to have the ability to move items horizontally, and place them beside each other.
Guest over 3 years ago in General 1

Being able to check select all or de-select all when exporting check to QB

The user wants to be able to check the box to select all the checks in his/her listings rather than one by one. The user wanted it to automatically select all when he/she refreshes the screen. The firm could be printing 7-10 checks per day or even...
Guest over 3 years ago in General 0 Already exists

Neos - Companion Case Tab needs signal icon

Need a visual signal for when a case is a member of a companion group without having to click on the companion tab - a checkmark or similar next to the tab in the menu, for example, if data exists in the tab.
Guest almost 4 years ago in General 0

Cloud: Negotiations Tab Shouldn't Require Carrier and Adjuster Information.

You should not have to fill in the carrier and adjuster information each time in the negotiations tab. You should be able to select them from a drop down of some sort that ties back to the insurance/counsel tabs.
Guest almost 4 years ago in General 0