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ability to single space when adding notes to NEOS

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Guest about 2 years ago in  1

Open Calendar Item on Double Click

Why do I have to hit the pencil button instead of the calendar item just opening on double click like all other windows-based programs? It is unnecessary and inefficent.
Guest about 2 years ago in  0

Neos: Shifts data if the parties are not listed in sequential order in the intake

How intakes are currently working. The order of the parties in the intake lay out are as follows: Party 1 Party 3 Party 2 How to recreate the issue: Enter party 1 information. Enter Party 3 information (it comes before Party 2 in the intake) Save....
Guest about 2 years ago in  0

Re the end of Jan 2022 search capacity update: Please alphabetize the results; Lastname, Firstname. It is time consuming to scroll thru a million last names of Smith. Additionally fix the "Please add more details" link/section in this "Ideas & Enhancements" area. It does not open, allow me to enter any characters & the "attach files" link does not function. Hence, this resulting long entry.

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Guest about 2 years ago in  1

Toggling Auto-Start for Timers

The new timer feature can only be on and starting every time a case is up or turned off entirely. Is it possible to add a setting to let cases have the timer but not automatically start a timer? Maybe even on a case-by-case basis.
Guest about 2 years ago in  0

Ability to Add Provider Address With Just Business Name

When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...
Guest about 2 years ago in  2

DOI to appear in Search Results

When searching for a name, you can select the case/intake option to gather more information on the cases, however users would like if there was a way to show the most recent DOI for that name item to help them identify different cases when their n...
Guest about 2 years ago in  0

Make the time tracking an individual permission instead of a firm wide on off option

not everyone in the firm needs it. I only have one employee who does.
Guest about 2 years ago in  0

Ability to Duplicate Intake Mapping

I would like to duplicate the intake mapping for different case types but that is not an option without having to recreate the mapping.
Guest about 2 years ago in  0

Automatically pull in the staff user who imported the intake into the staff position

Would like to have whoever imported or created the lead to automatically list them as the intake staff.
Guest about 2 years ago in  0