Ideas & Enhancements
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Send Message button should be on Notes Tab

The best way to communicate with staff is to be able to send a Message (a note) When doing something on a file - a regular note is easily missed and gets lost unless staff are looking for the note in an individual file; By easily being able to sen...
Guest almost 2 years ago in  1

Changing Email Subject Line in Neos

When trying to email a document, I should have the ability to customize the subject line. This is important because some insurance companies emails are set up so they read the claim number in the email and it and any documents get sent to the corr...
Guest almost 2 years ago in  0 In Development

Negotiations Tab New entry should have the Insurer at the top of the screen to select easily instead of being further down on the page;

The Adjuster does not populate until the Insurer is selected; You should not have to go looking for the Insurer lower down the screen
Guest almost 2 years ago in  0

Notes tab should have easy to print report for a date range of case notes

Not easy to print multiple notes in a file
Guest almost 2 years ago in  0

Widget for linking documents found on DOCS Tab to any other location in NEOS.

A widget that links any document on the Documents Tab to any other Tab in Neos. For example, the widget creates a link with the Witness Tab to the witness's deposition. Link name is by default the file name. Link is underlined blue or some color t...
Guest almost 2 years ago in  2

Neos-Remove bulk action edit for multiple notes selected

Currently when bulk actioning multiple notes you can edit a note but it will override what was there. To prevent from overriding the same note on multiple items it would be better to not see the edit option.
Guest about 2 years ago in  0

Option to Stop Staff from Adding Notes into Cases that Are Not Assigned to Them

I would like a way to prevent specific staff from adding a note to a case that is not assigned to them while still letting them have access to the case.
Guest about 2 years ago in  0

Option to Have Staff Only See Documents They Uploaded

I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.
Guest about 2 years ago in  0

Increase character limit of User Mini Directory items

35 characters is not enough for some purposes. Also, right now if you exceed the character limit for a User Mini Directory item, you get an Internal Server Error when you try to save the User Mini Directory rather than a more specific error messag...
Guest about 2 years ago in  0

When changing the staff assigned on case screen, would like the checklist items that are open to update to the new assigned staff.

Would not have to go to the checklist and change initials for the new assigned staff for that position.
Guest about 2 years ago in Checklist 0