Ideas & Enhancements
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Make the tabs up top of the cases, etc. open , movable.

I always have many tabs open and cannot close the last one on my screen bc the "x" is covered as shown. I need to be able to move that tab and close it to easily access other tabs as I work. Hope that makes sense. Here's a screen shot. Thank you.
Guest over 2 years ago in  2

Signature line when emailing from the Documents tab

It would be useful if we could add a signature line to the message box when emailing a document from the documents tab for a person to sign.
Guest over 2 years ago in  1

Neos - Add the ability for the Value Category from the CASEEXP to write to Value Category in the corresponding DTF item.

By writing the value category to the DTF item, you are able to group the advanced expenses in the settlement memo and reports by the category.
Guest over 2 years ago in  0

User would like the mailing labels report to give them the mailing labels instead of exporting to csv

User would like the mailing labels report to give them the mailing labels instead of exporting to csv and going through word to set them up in a mail merge. In needles 4 you were able to select what you were looking for>Mailing labels>party ...
Guest over 2 years ago in  0

Give more options to modify margins for exported advanced search reports

When exporting an advanced search report, there are few limited options for modifying the exported pdf. Please provide an option to allow the modfication of the margins to look closer to the legacy reports which are printer friendly as they curren...
Guest over 2 years ago in  0

User would like to add a DIGITAL SIGNATURE to the party tab

User would like to add a digital signature to her clients so she use on their medical authorizations
Guest over 2 years ago in  0

Neos - Printing Party Information

Would like the ability to print an info card from the party tab containing the information that is shown on the provider card.
Guest over 2 years ago in  0

Top 25 cases only showing in search

We have clients with more than 25 cases. The search only shows the Top 25, of which some of those top 25 cases are not even opened anymore. While some of our open active cases are not showing on the search list at all. We have one client in partic...
Guest over 2 years ago in  0

Open cases at top of search

It would very helping, when searching cases within Neos and tagging emails to cases, if Neos would show all OPEN cases first and the closed cases at the bottom.
Guest over 2 years ago in  0

Make More of Provider Name Visible For Letter Templates

Allow us to scroll right to see the full provider name when we are on the template screen to make letters. This will allow us to be sure we are selecting the correct provider when we create letters as clients often go to several providers and the ...
Guest over 2 years ago in  0