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Neos -SharePoint Names Modified By

Neos - SharePointWould like for SharePoint files to reflect the name of the user who is adding the file to Neos rather than the admin name.
Guest about 3 years ago in General 0

Change the color of the Save button

One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes. It would help greatly if the save button was another color than blue, ...
Guest about 3 years ago in General / Search 0

User would like a drop down of suggested providers in the medical records tab

Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Guest about 3 years ago in General 0

Note Topic

It would be nice if, when you click add on a new note, that Needles defaulted the cursor into the topic box so you could just start typing. 5.0.0.43701
Guest over 4 years ago in General 0

Auto tab from Notes Topic dropdown to note body field, upon hitting enter (NEOS)

When client goes into notes, and hits the topic dropdown and hits enter to select, they want the cursor to auto-tab down into the note body.
Guest about 3 years ago in General 0

Color coding for when Minor or Deceased statuses are checked in Neos

Color-coded text if client is checked as minor or deceased, is being requested. So for example, if the Minor checkbox is checked in the case party setup, the party name will appear as green in the general search, and then red if the Deceased check...
Guest about 3 years ago in General / Search 0

Dashboards - Auto-Update Date Filters

If a firm is using date filters that are not pre-set, the filters should update on a daily basis so the firm does not have to update them every day.
Guest about 3 years ago in General 0

Ability to add more than one mailing list at a time

No description provided
Guest about 3 years ago in General 1

Value Tab (MEDICAL)

It would be nice to pull the any "value" reports right from the value tab. Currently, under the "download settlement memo" or "reports for case" it only lists Settlement reports to chose from; however we run a "value" report for the value tab . No...
Guest about 3 years ago in General 1

Filter Report Results

When generating a report, one should be able to filter out the results. In the picture below, I've generated a report of case listings by Alternate Case Number 2. I should then be able to filter the Alternate Case Number 2 column within the report...
Guest about 3 years ago in General 0