Ideas & Enhancements
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Modify Police Tab

want user defined fields to add yes/no or checkmark items for things such as body worn camera footage scene photographs taken? witness statements done? diagrams? third party investigation done? (OSHA, taxicab authority, etc) then also having the a...
Guest about 2 years ago in  0

Make the Time Entry on Value Code Optional

In the new release, if you have the billable option turned on, you are now required to add a time entry to the value tab. Our firm would want to see the time entries on the time tab, not on the value tab. With the value tab entries, the subtotals ...
Guest about 2 years ago in  0

Intakes from Zapier

If an intake comes from Zapier, a column in the brows intake screen should indicate that.
Guest about 2 years ago in  0

Add DOL and Alt Case Number to Companion Case Listing

It has been requested that Columns be added for Date of Loss and Alternate Case Listing in the Companion Case section of Neos.
Guest about 2 years ago in  2

Needles 5 - When updating the date and time to the notes Tab, could the current time update automatically?

When updating the date and time to the notes Tab, could the current time update automatically? When updating the date on a notes entry the time should automatically update to the time of the edit.
Guest about 2 years ago in  0

Needles 5 - Extra tab in cases that displays other cases the party may have

add a tab for any additional cases for the client to the left column where (party, case, companion cases, ect). Would allow navigation to be easier in the software.
Guest about 2 years ago in  0

NEOS-Allow customizable filtering in sent messages

This would allow clients to filter to their liking on the sent messages filter
Guest about 2 years ago in  0

Neos | Intake counter similar to that of Messages

When there are unread messages in your inbox, the # of unread messages is displayed over the Messages icon in the navigation bar. It would be nice to also have available for Browse Intakes.
Guest about 2 years ago in  1

Attachments from emails tagged to Neos notes no longer appear as links in preview panel. Please put links back.

The links used to appear in the preview panel. Now a user has to open the note all the way to see or access the attachments in a note.
Guest about 2 years ago in  1

add more info for notes

when in the notes tab, the firms would like to see more information for the notes that they are going through instead of having to open each note to see what they are
Guest about 2 years ago in  0