User would like to be able to have a needles archive folder in SharePoint for their old cases
User would like to be able to have a needles archive folder in SharePoint for their old cases. and to be able to point all their old documents to it as well.
It will be nice to have a NEOS User listserve for users to share ideas between firms concerning the best uses and practices in NEOS. Maybe a Facebook group or something of the like.
Currently in Neos, when adding a new intake an address must be added. The address is not always collected on the initial call with the client so would be nice to not see this as a required field.
Neos - Time entry toggle for minutes/decimal format
Some firms are used to entering time in decimal format (e.g. entered as ".4 hours") and would like the ability to toggle between entering time as minutes or decimals.
Adding Case Dates to Case Type -- Add/Remove should move when scrolling
The add/remove icons should move when you scroll through the list when creating or removing case dates from a Case Type. They currently are set at the top of the form and you must scroll back up the list when you want to add a date.
Fix the current product before adding new features!
Every single time I use the product I get errors which require support and stopping working and lots of downtime. Please please please stabilize the existing NEOS system before adding new features.
User would like the case info to show all provider associates in other tabs like counsel and insurance
When going in to outlook and using the neos outlook addin in case Info. User wants to see all the provider cases they are associated with like if they are in the insurance or counsel tab.