Ideas & Enhancements
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Different Boxes In Negotiation Tab For The Same Provider But Different Policy Type

Having separate boxes for each policy type or adjuster regardless of the Provider would help organize the negotiation tab. Users want to be able to Organize this tab by policy type instead of lumping all Policy Types under one Provider.
Guest about 2 years ago in  1

Show client names when searching provider usage & create report

When you go to a provider and click on List Provider usage it allows you to see the case #, involvement, dormant, and case type. It would be easier if it showed the client's name so that you can easily know which clients were seen by that provider...
Guest over 3 years ago in Auditing 0

Cloud- Filter 'Party Birthday Listing Email' report to filter by month alone

current filter softs by year which does not help when looking for birthdays by month
Guest about 4 years ago in General 1

CLOUD: Close all open tabs in one click

CLOUD: Close all open tabs in one click. The user always have extra tabs or multiple tabs open when working in Neos. They want to be able to close it all at once if there is a button for it. Similar to how we have it in Needles 4 and 5 then when w...
Guest about 4 years ago in General 0

tab key functionality and arrow keys in Neos like you were able to in Needles.

In older versions of Needles clients were able to tab and use the arrow keys to navigate easier. This functionality seems to be missing from Neos and would be very useful in navigating the different screens and increasing work speed for multiple c...
Guest over 3 years ago in General 1

Ability to integrate ring central instant message chat and call recordings

If we could add these features it would be great.
Guest 8 months ago in  0

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear

Ability to move tabs/sections up and down for example allowing users to put accident information first, medical information section, case expenses 3rd and allow the users chose with order they want things to appear
Guest 8 months ago in  0

Better and More Intuitive and Visually Pleasing Design for case fields and fields located sections

Can we please get a better more visually pleasing design for tabs, and text in case fields as well as secitons.
Guest 8 months ago in  0

Automatically insert and generate file number

I know NEO's currently tells you the number of the case in the system but having NEOs generate a file number associated with each case would be very helpful.
Guest 8 months ago in  0

Automatically insert percentage into case calculation in value tab without having to copy and paste

Once we select the attorney fees percentage can we have it automatically inserted in the value tab without having to copy and paste
Guest 8 months ago in  0