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Expand/Adjust the Template name column when generating a template

It would be useful if we could expand the Template name column when generating a templates. There are templates that have similar names and the main way to tell them apart is by expanding the template name column
Guest about 2 years ago in  0

Deleted checks from QB integrator do not show through activity feed

This would be useful to have this feature, as it will show which staff had deleted the check for the case as well as the date/time.
Guest about 2 years ago in  0

Left clicking an email address options

It would be useful to users who prefer Outlook online, to be able to left click a email address in Neos and open the new email in a new tab.
Guest about 2 years ago in  0

Neos - Change Default Layout for Negotiation tab

In Neos, when adding an insurance negotiation it would be better to added the insurance information first because when selecting the insurance type that was added on the insurance tab the negotiating with will auto-populate when the adjuster is al...
Guest about 3 years ago in  0

Add dormant filter to search screen status

We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.
Guest about 3 years ago in Auditing 0

Printing Value tab items in Neos

It would be useful if we could print individual value item details from the value tab in Neos like we could in Needles 5.
Guest about 2 years ago in  0

Neos- Add Document Type above the Category on the Case Docs tab

Currently, when viewing the detail view of a file on the Case Docs tab, Document Type is listed below the category. However, the Document Type should be listed first since it is the subfolder that the file gets moved to and the category only furth...
Guest about 3 years ago in General 0

adding notification for companion cases

having a notification like the messages do for the companion cases to bring to other staff members attention that there are companion cases linked
Guest about 3 years ago in General 0

NEOS - Differentiating items from an aux checklist

The ability to tell the difference between the items on a checklist that were added from an auxiliary checklist. Possibly by a column or color coding?
Guest about 3 years ago in Checklist 0

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