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Ideas & Enhancements


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Template Generation - Allow ability to choose address on generation screen

To avoid having multiple providers due to multiple office locations in Neos, we encourage the use of multi-addresses. However, merge templates typically pull from the Default Address. So if someone has to send something to the Billing department a...
Guest about 1 year ago in  0

Cloud - When double clicking party name after using search, having functionality to open recent case instead of first case that was ever created

When currently searching for a party and double clicking on the name, it currently opens up with the first case that was created for the party (in the case where there are multiple cases linked with the party). Would be more useful to instead of i...
Guest over 3 years ago in Search 0

Cloud - Add secondary staff to quick view pane when searching for party

When searching for a party currently, can view primary staff only. Wants to be able to view other staff assigned as well. Can user be able to edit what can be seen.
Guest over 3 years ago in Search 0

Clients With Multiple Cases

When you search for a client who has multiple cases, I would like to also see, in addition to the information currently provided: 1. All parties' full names in the respective cases 2. Summary (case tab) 3. Role 4. Name of Case Manager 5. Or...
Guest over 3 years ago in General / Search 0

Note at top of case type needs its own permission not tied to the notes tab of a case

Beneficial for users to make pinned notes at top of case tab. Users should not have the ability to modify other staff members case notes, only their own. Currently the permission is tied to the notes tab which allows users to alter any note of any...
Guest about 1 year ago in  0

Cloud - view role of party for each case in quick pane

When searching for a party, we have the ability to view the case #, case open date, case type, status, primary staff and date of incident, but cannot see the role party of the party in the case. It would be nice to see the role again as it is in p...
Guest over 3 years ago in Search 0

Add Priority Items to Neos Checklist

It has been requested that Neos Checklist Items have the option to flag as high priority and low priority.
Guest over 2 years ago in  0

Messge Tab - Add a Scroll Bar to Message Notes

Messge Tab - Add a Scroll Bar to Message Notes
Guest over 3 years ago in Messages 0

Neos | Add the ability to view notes individually if they are within a thread/email chain.

The recent Neos update changed the notes tab to allow for email threads to be tagged and viewed. We would like to have the ability to toggle this functionality or to at least view each email in the tagged thread individually instead of having to s...
Guest about 1 year ago in  0

Rich Text/HTML capabilities in Neos Messages and document links

It would be awesome if we could have rich text or html abilities in neos messages so we can do things like underline, and create bullet points and links within the message. Presently, the messages are plain text only, do you cannot do things like ...
Guest over 2 years ago in  0