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User would like to be able to have a convert button when post an attachment from the outlook addin

User would like to be able to covert a word doc he is tagging to the case docs to a pdf before it goes in to the case docs
Guest about 3 years ago in General 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

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

Change the color of the Save button

One thing I always have to search for, though I know its general location, is the save button on the main screen for each of my clients when I want to save my work or notes. It would help greatly if the save button was another color than blue, ...
Guest about 3 years ago in General / Search 0

User would like a drop down of suggested providers in the medical records tab

Can providers that are already in the Value screen become a drop down tab when entering the providers in the Medical records tab? That way it pulls the correct location instantly, instead of having to type out the provider, look for the right addr...
Guest about 3 years ago in General 0

When an item is marked as done and/or NA, the item should drop to the bottom of list, not remain in active listing .

No description provided
Guest about 3 years ago in Checklist 0