Ideas & Enhancements
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Checklist task name should be color coded

Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color
Guest about 3 years ago in Checklist 0

Choose Columns to display in Search Engine Results

The firm has requested the ability to add columns in the search window based on the fields from provider entry, such Specialty. This would make it easier to identify the correct provider, instead of having to highlight each one to see the specialt...
Guest about 5 years ago in Search 0

Neos - Advanced Search - Add Negotiation Date as a column option

Neos - Advanced Search - Add Negotiation Date as a column option
Guest about 3 years ago in General 0

Push or Duplicate Calendar Entries into Witness or Other Tabs

I think it would be a logical and beneficial step if users could take calendar events (for a deposition, for instance) and could either push, duplicate, or add it as a related item to the witness or notes tab, etc. It, then, would prepopulate many...
Guest over 1 year ago in  0

Neos - Add ability to copy Import Intake mappings for other case types

When a firm has more than one of the same type of case, for example, for two different states they should be able to copy the mapping and save for the other case type(s).
Guest over 2 years ago in  0

Add party role to search fly out menu

When searching for a party, the only information shown for each case are case #, open date, case type, status and primary staff. To further identify which case is what it would be helpful to add the party role for the case as well.
Guest almost 4 years ago in Search 0 Already exists

Related Documents

It would be useful to allowing the linking of documents within the folder view
Guest almost 2 years ago in  0

Print Medical Notes

I need to print the entire medical note file for cases very frequently. Right now, all I can do is export it to excel and modify the document to what I need. It would be so much easier to be able to bulk print the medical tab.
Guest about 3 years ago in General 1

QuickBooks Integrator - Add customization for the order of how info is placed in the Memo Field on checks

Add the ability for users to change what order the memo field info is placed in the memo field in checks within the Neos Integrator. Currently the memo field fills in as Neos memo field info/case #/ Name and does not allow the user to change how o...
Guest 8 months ago in  0

Automatically default to the users check instead of having everyones check list populate because its too many items being thrown at us at one time (example case managers dont need to view the accountants task unless they are specifically looking for the accountant task)

When we open a check list it shows everyones task and then we have to filter it. If there is a way to where it automatically defaults to the users check instead of everyones check list that would be extremely helpful.
Guest 8 months ago in  0