Ideas & Enhancements
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Neos: Add support for sorting in the Documents Tab - Folder View

Neos: Add support for sorting in the Documents Tab - Folder View Sorting is only supported in the List View. Please add sorting for Folder View.
Guest about 3 years ago in General 2

Attach document to calendar item

There should be the option to attach a document to a calendar item. We use this a lot with different types of events (ex: deposition notices to the date of the event); this eliminates our secretary from having to do extra work by searching the doc...
Guest about 3 years ago in General 0

Neos - Allow selection of Text Message domain when sending texts

Whenever you are sending text messages, the domain auto-populates with the multimessaging domain for the cell phone provider; however, due to some service plans, not all messages that are sent out are able to reach the customer. For instance, send...
Guest about 3 years ago in General 3

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

Allow the option to keep specific options as defaults in drop down menus

Allow the option to keep specific options as defaults in drop down menus, such as the negotiation type in the negotiation tab as an example. It defaults to insurance very time. An option to keep it at a specific one per user would be nice.
Guest about 3 years ago in General 0

Link calendar items to the companion cases

When setting a calendar item with multiple companion files, it would be nice for there to be an option that the calendar item be associated with all of the companion cases, not just the case that generated it
Guest over 4 years ago in Companion Cases / General 0 Future consideration

User would like entries in the negotiations tab to display chronologically

In the "Negotiations" tab, entries will not sort properly by date. For example, when sorting newest to oldest, it will sort each year newest to oldest, but does not place the entries in different years in the proper order. This makes it frustratin...
Guest over 3 years ago in General 1

Neos - Need to be able to email Birthday cards to specific month date ranges

Currently, the only available method for birthday cards is to export a report and use the CSV to do a Word Mail Merge and print to mail cards. This is needed for email ability. Need to be able to send birthday emails to customers.
Guest almost 4 years ago in General 0

Direct Scan to a Case without Automatic Folder Naming

At the moment, the only way to scan directly into a case is if there is a default document path set for that case. This is only set by the auto folder naming feature and there is no manual way to set this. If a case is selected for scanning that d...
Guest over 4 years ago in General 1

Calendaring from an Intake

Calendaring from an Intake does not pull the parties name, it requires you to search for the party. Should work like calendaring from a case, pulling in the party automatically.
Guest over 3 years ago in General 0