Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2705 of 2705

Neos Dashboard - Allow to select Staff by Staff Groups instead of individually

When creating a dashboard by staff, i would like the ability to see the staff groups and add all members from a specific group at once as opposed to adding each staff for my dashboard individually.
Guest over 1 year ago in  1

Layout Manager: Allow for the ability to copy sections between case/matter types

It would be very beneficial if we had the ability to select a section from one case/matter type and select an option to copy it to another case/matter type to help with screen layout consistency.
Guest over 1 year ago in  0

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
Guest over 1 year ago in  1

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.

Is there any way to fix the default radio dial button in the change case type to retain checklist instead of delete checklist? Thx.
Guest over 1 year ago in  0

ADD A BULK ACTION FEATURE TO THE REPLACE PROVIDER FUNCTION THAT CAN BE USED WHEN PULLING A REPORT.

It would be helpful to change a single entry field under the case tab (such as Referred By) for multiple cases, all at one time. If you enter lead generator providers by month or billing cycle, it would be helpful to make quick corrections if staf...
Guest over 1 year ago in  0

Show Name of Client when printing from Value Tab

On the Value Tab, there is an option to print all values BUT when it prints it does not print with the client's name on it. We have to manually write the name of the client on top.
Guest over 1 year ago in  0

As it was in Needles, have neos automatically calculate the attorneys fee for any settlement offer and have that attorneys fee appear in the list of expenses/credits/fees under the expense tab

In Needles, to calculate an attorneys fee you put created a "dtf" then a pop up box would allow you to put in the rate (the amount of the settlment) the period (the percentage fee, eg, 33.33333%) and then press enter and it would calculate the fee...
Guest over 1 year ago in  0

Notes - Require Clicking the Pencil to edit the note in the sidepane

Require clicking the pencil to edit the body of the Note in the sidepane, and keep that active unless you click off into another screen
Guest over 1 year ago in  0

Auto Populate the Add Payment entry with the amount due

Most of the time, when we make a payment it will be for the total amount due. There it will save keystrokes if that amount was the default in the "Amount" space. Alternatively, leave the "amount" space blank so that the Due amount can be more easi...
Guest over 1 year ago in  0

Value Tab Payment/Adjustment Color in list view

The payment/adjustment color coding is very similar in color in the list view - would like for it to be changed to totally opposite colors
Guest over 1 year ago in  0