Ideas & Enhancements
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See more of the address on search

Currently in Neos we can only see a partial provider address in the search results. I would like to see the full street adress, and, importantly, the company name, which we now cannot even see on the preview. State Farm, for example, has several o...
Guest almost 3 years ago in  2

AKA name should show up in the search field

When typing the AKA name, you must type in last name, first name format and only then the "new" name shows up in the search field. (Nothing shows up if you type first name then last name). There is no way to know which person from the list is the ...
Guest almost 3 years ago in Search 1 Already exists

Lists from Word Add-in should have an option to include totals

The Neos add-in for word should allow you to create an extra row at the end to calculate the total of specified columns when making lists.
Guest almost 3 years ago in  0

Update the Date Range in Checklist Summary daily in Neos

Please change the date range field in the Checklist Summary in Neos so that it will update at the beginning of every day if you choose to filter by date range. At the moment, it does not update so if I put a date range of a month and 30 days have ...
Guest almost 3 years ago in  0

NEOS- Add support to change sharepoint provider file on provider card

Currently, if a provider's sharepoint file becomes de-linked for any reason, the provider will have to be recreated. Adding support for changing the provider file on the provider card would prevent this in the future.
Guest almost 3 years ago in  0

Neos- Case Search Defaults

User would like the ability to select what option under case search is selected by default. Currently, it defaults to name, and they would like the ability to have it default to case number
Guest almost 3 years ago in  0

Notes made from Texting should be included in Activity Feed

Currently when you text a party it will create a note, but it will not mention it on the activity feed.
Guest almost 3 years ago in  0

Neos - Add Party Role to drop down entries when generating a document.

Currently in Neos, whenever you are selecting a party for a merge document. It states the prefix, first, and last name; however, it would be useful for general Party bookmarks/tags to have the party role as well. This would allow us to easily iden...
Guest almost 3 years ago in  0

Neos - Default Search Selection

Default Search Selection, Would like there to be a way to select a default search setting per user for those who like to search by case number or any other options available. (All, Name/Aka, SSN, Case #, Alt Case #, Email, Name ID, Any Phone, City...
Guest almost 3 years ago in Search 1

Neos - DTF Toggle Settings

The DTF Toggle, Would like there to be a way to select the default setting per user for the toggle to be on or off so that when transactions are added DTFs are not mistakenly made.
Guest almost 3 years ago in  1