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SaaS - Make Synopsis Tab Larger

Request to make the synopsis tab larger
Guest over 2 years ago in General 0 Shipped

Dashboard Time Refresh

Right now when you set up a dashboard tile and select the timeframe of "last 30 days," it is just a quick way to select the past 30 days. It does not keep the tile updated to constantly stay at the last 30 days. It would be nice if the dashboard t...
Guest almost 3 years ago in General 0 Shipped

NEOS: Outlook Add-in should have function to link Calendar items to cases

Since the Needles calendar is often hit-or-miss on whether it pulls in the user's Outlook, the Outlook Add-in should have the ability to link events directly to cases so the user can edit them directly in the Case Calendar tab.
Guest over 2 years ago in General 0 Shipped

CLOUD: sort the document type or any mini directories drop down in alphabetical order

CLOUD: sort the document type or any mini directories drop down in alphabetical order. The user was using the docuemnt type when uploading document and notice her c, and d options are listed below, like way below. She wanted it sort by alhabetical.
Guest over 2 years ago in General 0 Shipped

NEOS - Trash Can for Recent Searches/Clearing All Recent Searches

Would like to see the trash can brought back to delete the recent searches. It existed before the 12/21/2020 update but no longer. Would ALSO like to see the option to clear all recent searches.
Guest almost 2 years ago in General 0 Shipped

Neos: Ability to Use Document Tags to search/group other docs with the same tag

Either by clicking on the tag or via a filter at the top.
Guest about 2 years ago in General 0 Shipped

Document Generator should have drop downs

The Category box in the document generator should be a drop down so you know the options. The problem we run into is that we have a Rejections, SS Rejections, and WC Rejections. However when you type Rejections, document in all 3 categories come u...
Guest over 2 years ago in General 0 Shipped

NEOS - Dates in the Value Tab

At the moment, when selecting a date range on the value tab, you have to select a range. It would be nice to either be able to type the dates or select the start and end dates separately. The date tool is a little clunky to use as a new user.
Guest over 2 years ago in General 0 Shipped

Document Filter Search

When you add a filter to the Documents Tab in a case (for example the category filter) there is no way to search through the list. You have to scroll down through what is potentially a very long list to find the one you are looking for. It would b...
Guest over 2 years ago in General 0 Shipped

Neos: Certificate of Service Paragraph should include Fax Number

As shown in attached image, the Certificate of Service Paragraph tag option currently does not display the Fax number. This should be included in this type of tag.
Guest about 2 years ago in General 0 Shipped