Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2709 of 2709

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

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

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

Implement a secure HIPPA compliant file share system

Create a secure way to send large files through a secure file share system. This would be safer and we could then send large files which could be securely downloaded by the receiver.
Guest over 1 year ago in  0

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

E-mail Tag function in Outlook should default search by name, not e-mail.

The e-mail Tag function in outlook should default to search by name, not e-mail since the e-mail search isn't efficient. usually doesn't work and it doesn't fill in properly. Also - you have to click on "name" twice to get it it to stay on the field.
Guest about 4 years ago in Integrations / Search 0

Neos - Templates/Documents Tab - Add ability to choose NOT to add the merged template to the Documents tab

Firm uses merge templates for Notes that don't need to necessarily be attached to the case. They would like to add the ability to choose whether to attach a merge template to the Docs tab.
Guest over 3 years ago in Integrations 0

Mobile View

Neos isn't mobile friendly. A mobile view would go a long way with making the attorneys in our firm happy.
Guest almost 3 years ago in  0

Neos: Staff Directory should have option to differentiate between My Profile and Others Profiles

To lockdown what's visible in Staff Directory, it is not uncommon to restrict full access to users. However, certain things are linked with the Staff Directory Enabled permission. With this being said, it would be nice to implement the ability to ...
Guest almost 3 years ago in  0