Ideas & Enhancements
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Blanks in Advanced Search

When creating advanced searches, I would like the ability to include all "blank" fields within a filter in advanced searches.
Guest over 1 year ago in  0

ID Code filter in Advanced Search

currently cannot filter by ID Code in Advanced Search and can't add it as a column once the search is run. This is a NEOS standard field and should be a reportable field.
Guest over 1 year ago in  0

Column Layout in Advanced Search

Allow for customizing the column lay out when saving advanced searches.
Guest over 1 year ago in  3

Neos Tagging Microsoft Single Sign On

We want to restrict our users to only logging in using Microsoft Single Sign on, you cannot sign on via Microsoft single sign for Tagging.
Guest over 1 year ago in  0

Task list

A customizable task list that can be added on the calendar. For example if Discovery is due it should be added as a task and not an event. If it is not completed it will not go away like an event, it will continue to be at the top until marked com...
Guest over 1 year ago in  0

Option to Retain Payment Information when a check request is deleted

We would like to take advantage of the check request functionality in Neos without using an accounting interface. When we have processed the check request, we would like to be able to delete the check request without the payment being deleted in t...
Guest over 1 year ago in  0

Case Calendar Tab view and printing

it would be nice for staff to be able to see a Case Calendar in the view of an actual calendar or to be able to export it to a calendar view to save as a PDF or to print.
Guest over 1 year ago in  2

Mass Update from Advanced Search

People with the mass update permissions need the ability to run an Advanced Search and with the results be able to update any fields that they might have to change. An example would be searching for a phone number that could be listed on hundreds ...
Guest over 1 year ago in  1

Export Intake Information in PDF

Currently, users have to access their Neos account and open a new intake to see new leads and respond appropriately. To streamline this process within a firm, it would be helpful to be able to click a "Export" button which would convert the data f...
Guest over 1 year ago in  0

Add a separate permission for "Bulk Actions"

It is not safe or logical to give all staff permission to Update Multiple Cases, as that permission can cause a LOT of damage to the database if used incorrectly. Please add a separate permission.
Guest over 1 year ago in  0