User would like exact searches for insurance providers
When searching for a provider name in to the provider search in the insurance and value tab it will sometimes get other insurance providers. If you put Farm's insurance it will include anything with insurance. WE used farmers and got an allstate i...
Neos- Ability to toggle between Case and Intake checklist items on Needles Today screen
Currently on the checklist summary you have the ability to filter between Case and Intake checklist items. It would be nice to see the same option available on Needles Today.
Neos - Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case
Selecting Party Role and Our Client prompt is no longer present when making an Intake into a Case. This could cause staff to miss selecting the proper Party Role and checking Our Client. Many reports use these two fields as filters, especially Our...
Reordering the case sidebar tabs (Case, Party, Checklist, etc)
I know that in Neos we can disable specific tabs by case-type (via settings > case types> tab setup), but adding the ability to modify the ORDER of those tabs would be much appreciated!
We have more than one intake member assigned to the checklist items. In the current intake you only have the primary staff and no one else. We have an intake lead that has checklist items but she cannot do anything until it is made into a case bec...
In Needles 4, everyone's calendar view defaulted to our Attorneys Calendars. In Neos, we can't default to that view and it takes several clicks for us to get there each time. We would love this option. Thanks!
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 ...
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