Ideas & Enhancements
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Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Guest about 3 years ago in General / Search 0

Ability to click/drag open windows to reorder them

It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...
Guest about 3 years ago in General 0

Ability to open calendar even from Day view

Currently I can only open a calendar event from the Agenda view. I'd like to be able to open it from the Day view as well. Any time I double-click, it just makes a new calendar event.
Guest about 3 years ago in General 0

Expand Notes column in Notes tab vertically

Would be easier to see the preview of the Notes column if it could also be expanded vertically
Guest about 3 years ago in General 0

Neos - Search Provider Notes

The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.
Guest about 3 years ago in General 0

Add option to add provider from a blank search

I cannot add a new provider from the search screen. Once I complete the search and nothing comes up there is no button to add.
Guest about 3 years ago in General / Search 0

Allow Users to Access All Bookmarks without Having to Switch Tabs in the Word Add-In Drop Down Menu

It would be helpful to have access to the whole suite of bookmarks in the Microsoft Add-In without having to constantly go back and forth on the drop down menu to land on the correct tab. This makes template creation tedious and take a whole lot l...
Guest about 3 years ago in General 0

Shorten Word Add- In Bookmarks

Not sure why Neos created bookmarks that can eat up several lines of a Word document, but it looks sloppy, and generally creates formatting issues with the Word template being created. These then have to worked out after generating the template in...
Guest about 3 years ago in General 0

Need the Ability to Test Templates Prior to Saving it as a Template

Need to add a Test function to the Word Add-In to ensure that the template being created bookmarks work and formats as expected PRIOR to saving the document as a template. Nothing like having to save a template in Neos, go to a test case, generate...
Guest about 3 years ago in General 0

Create a Bookmark for Pronouns

Pronouns should not require a two line if than statement in Word to be used. Create bookmark(s) for them. Call Trial Works, they use "spronoun" and "ppronoun" as bookmarks for pronouns. Surprised they aren't already bookmarks.
Guest about 3 years ago in General 0