Ideas & Enhancements
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Needles 5.0

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Uploading video files to Neos Case Docs tab

We have had a lot of trouble uploading video files through the case docs tab. Can there be a folder or category designed specifically for video files that we can upload them to that maybe condenses the file size?
Guest over 3 years ago in  3

Neos Advanced Search - Ability to create complex reports with complex calculations

Please add more functionality to Advanced Search. I'd like to create my own reports and not have to send requests to Assembly. We have some pretty complex needs that typically can only be met by sending a request and paying a fortune.
Guest 5 months ago in  0

Scheduling Texts for Appointment Reminders

The ability to schedule text messages to go out at a later date would really save time on going back and forth in cases. When you set an appointment up, you could right then set up reminders to go out instead of having to go back in, and you can a...
Guest about 2 years ago in  0

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and p...
Guest almost 4 years ago in General 2 Future consideration

The ability to have multiple intakes on the same case type and to import intake sheets.

The ability to have multiple intake sheets for the same case type. For example one sheet for older intakes that data still needs to be retained and another sheet for new intakes. The ability to import a intake sheet from one case type to another w...
Guest about 2 years ago in  0

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our inta...
Guest about 2 years ago in  0

Tagging Notes and Documents

Currently neos has the option to tag an email and attach a document which is then saved in the case documents. Also, a case document can be link to a provider listed in the records/request tab, which is then saved in the case document tab. Both of...
Guest 10 months ago in  1

Addresses should be shown when searching for a provider and Under provider name in Value section.

On behalf of Burnetti P.A Showing address clients would like to see adresses displayed under the provider name in the value section. This would easily allow them to grab this information without switching tabs or searching for the provider.
Guest over 3 years ago in General 1

Disable option to Open in Outlook when using Send Email from Neos

Our Firm does not use Outlook online and want to have the option to disable the Open in Outlook option in Firm Preferences.
Guest 10 months ago in  0

Neos: Create a separate permission for the Case Header Note

Currently, the ability to add, modify, or delete the case header note is controlled by the Notes Tab permissions in the General Permissions > Case section. The firm would like to allow their staff to delete the case header note, but not delete ...
Guest about 2 years ago in  0