Ideas & Enhancements
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Bulk change of Document Type on Case Docs Tab

Currently we can drag & drop/upload multiple files and bulk set the Document Type which is awesome. It would be nice to be able to bulk change the Document Type after the item is already uploaded. For example someone mistakenly uploads multipl...
Guest about 3 years ago in General 2

The option to copy the memo from a Case Expense item to DTF

Would like the option to copy the Memo from a case expense item to a due to firm item within Neos
Guest about 3 years ago in General 1

Add phone number field to General Information that appears when you search for a party

Since people tend to hold on to their phone numbers now, they are more reliable in identifying possible duplicates than home addresses. But when you go to add a new party , you can't see that info without adding the party fully.
Guest about 3 years ago in General / Search 0

Ability to click/drag open windows to reorder them

It would help to be able to click and drag all open windows to reorder them how I like. This would mirror the functionality of a browser, in which you can reorder all your open tabs. The reason this is necessary is that, with a few cases open at a...
Guest about 3 years ago in General 0

Neos - Search Provider Notes

The functionality to search through notes on the provider card in the same way a user can search for the notes within a case. Being able to filter through Topics, Staff, Date from, and Date to.
Guest about 3 years ago in General 0

Add option to add provider from a blank search

I cannot add a new provider from the search screen. Once I complete the search and nothing comes up there is no button to add.
Guest about 3 years ago in General / Search 0

Allow Users to Access All Bookmarks without Having to Switch Tabs in the Word Add-In Drop Down Menu

It would be helpful to have access to the whole suite of bookmarks in the Microsoft Add-In without having to constantly go back and forth on the drop down menu to land on the correct tab. This makes template creation tedious and take a whole lot l...
Guest about 3 years ago in General 0

Highlighting text search information

When doing a text search report it would be nice if it would highlight the search words.
Guest about 3 years ago in General 0

Document Template - Negotiation Amount Tag Incorrect. Pulls by Adjuster Name vs. Amount

The negotiation amount tag does not display the amount as it indicates. Instead it lists the adjuster's name for each entry in the negotiation tab making it trial and error to select the correct/latest offer. This letter is used when staff runs se...
Guest about 3 years ago in General 0

NEOS- Display Multiple Time Zones on calendar items

Enabling multiple time zones will allow multi coastal firms to more easily manage appointments
Guest about 3 years ago in General 0