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Please add an option to "Add Intake" when looking at search results for a party.

Currently it only gives Add Case and Add Provider. By adding this tab, it will help alleviate duplicate parties being added to Neos. This tab will allow us to go directly into creating the intake while on the phone with the client, and it will sav...
Guest over 2 years ago in  0

Cloud: Add a drop down box for user defined reports, where the user can select "All" for the case type.

#91731: Users currently must type in the case type. There isn't an option to select "All" for the case type.
Guest over 3 years ago in General 0

Cloud: Place "To" and "From" Boxes for dates for the "Reschedule" function in the case calendar.

The calendar should show a box with the scheduled date, as well as another box for the new date.
Guest over 3 years ago in General 0

Party Tools Ribbon - Cases for Party should be an option on the Party Tools Ribbon

Currently, you can only find Cases for Party on the Case ribbon. It is not intuitive to look on the Case ribbon when you are on the Party tab.
Guest almost 5 years ago in  0

Adding a Checklist Item to a Case Checklist Goes to the Bottom of the Checklist

No description provided
Guest almost 5 years ago in  1

Calendar Event Bubble Display Includes Event

on calendar, please put the note or part of the note as visible when you hover over the calendar item so we can quickly see what a meeting is about without the need to open each calendar item.
Guest almost 5 years ago in  0

Create a Message For Case directly from the Search Engine

Create a Message For Case directly from the Search Engine (Similar to the Add Note button on the Search Ribbon.)
Guest almost 5 years ago in  0

Make Type of Feedback required on Needles 5 Feedback form

1. Make "Type of Feedback" required - states that he often forgets to make a selection 2. Give the ability to attach images/screenshots - since he cannot attach these it requires additional emails to get them to us.
Guest almost 5 years ago in  0

Merge Parameters to include Value Subtotals

No description provided
Guest almost 5 years ago in  0

User would like to increase the character limit in firm preferences>settlement memo in Neos

User would like to increase the character limit in firm preferences>settlement memo in Neos. Anytime it goes over 4k it throws an error in both customer's environment and in staging. I added 50 more character and experienced the error on both s...
Guest over 3 years ago in General 0 Unlikely to implement