Ideas & Enhancements
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Neos - Ability to send Case Note via Neos message

Sometimes instead of tagging someone in a Case Note, a private message needs to be initiated regarding that note. We can send it to email, but not via Neos messages to keep all communication within the site.
Guest about 3 years ago in  1

Adding more information to subject line when receiving email regarding message received

When having the option enabled to receive new messages and message replies via email, the subject line is very vague. It would be nice to see additional information such as the case information that was attached to the Neos message.
Guest about 3 years ago in  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

Add the code description to the Class Code drop-down window

Add the code description to the Class Code drop -down window. This would help users to select the correct class code for each case - not everyone is familiar with the description for every 3-character class code. This would be helpful for all staf...
Guest about 3 years ago in General 0

The way the program is currently set up, if we withdraw a plaintiff or defendant from a case, we have to delete them from the case, so things aren't clutter and confusing. It would be nice to have a box to check (like the "minor" or "client" check box) that lists "withdrawn". For example, I have a case where we brought in 8 defendants, we withdrew as to 6 of them. I don't want to remove them, as we need a history of the defendant's but I don't want another staff picking up the file assuming these parties are still involved in the case. There needs to be better options to clarify situations like this.

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Guest about 3 years ago in General 0

More User Defined Tabs

Having 5 flat and 5 list tabs is good but some firms will often use all tabs in all case types. Adding in the option to have 10 list tabs and 10 flat tabs would work as the removal of CRM (another list tab) can be a problem
Guest about 3 years ago in General 0

User would like to be able to have a convert button when post an attachment from the outlook addin

User would like to be able to covert a word doc he is tagging to the case docs to a pdf before it goes in to the case docs
Guest about 3 years ago in General 0

Suggested layout adjustments

1. The fields and data boxes should be more visible (greater contrast) so you can see everything better. 2. Also, the spacing between the lines of data could be much closer together so you don't have top scroll so far down the page for info tha...
Guest about 3 years ago in General 0

Multiple Provider Requests

It should work similar to how it did in Needles 4 in which it allowed us to request multiple providers at once. It would benefit anyone that has to request multiple records at once for one client.
Guest about 3 years ago in General 1 Already exists