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Neos - Change Default Layout for Negotiation tab

In Neos, when adding an insurance negotiation it would be better to added the insurance information first because when selecting the insurance type that was added on the insurance tab the negotiating with will auto-populate when the adjuster is al...

Guest about 3 years ago in 0

1 VOTE

Neos - Remove the Address from being required

Currently in Neos, when adding a new intake an address must be added. The address is not always collected on the initial call with the client so would be nice to not see this as a required field.

Guest about 3 years ago in General 0

5 VOTE

Checklist task name should be color coded

Currently the checklist code is the only column display the color configured under primary checklist settings. It would great if the task name could also be configured with this color so we can easily identify items using color

Guest about 3 years ago in Checklist 0

2 VOTE

User would like be able to an run an inventory report of all case for specific staff

We tried a couple different reports as in case listing staff assigned but she wants to see all cases from the old needles for a specific staff where they aren't primary in all cases.

Guest about 3 years ago in General 0

113 VOTE

Renaming attachments when Tagging in Outlook

It would be very helpful in Outlook if I could rename attachments that I need to save in Neos when tagging an email. Now, if I want to include the attachment, I have to do that, then go into Neos and rename that document to our naming format. That...

Guest about 3 years ago in Integrations 9

12 VOTE

Needles Today Customization

It would be a welcoming feature for users to be able to add, change, and remove information from the Needles Today screen. For instance, a user may not always have checklist item's or appointments on their calendar, or may require other useful inf...

Guest about 3 years ago in General 1

3 VOTE

Add dormant filter to search screen status

We use "dormant" for cases which are closed but cannot yet be destroyed. We would benefit by being able to filter cases by dormant status in the search tab.

Guest about 3 years ago in Auditing 0

5 VOTE

Neos - Advanced Search - Add Negotiation Date as a column option

Guest about 3 years ago in General 0

1 VOTE

Neos - Add Docusign Filtering in Advanced Search for Reports

Neos - Add Docusign Filtering and Columns in Advanced Search for Reports

Guest about 3 years ago in General 0

2 VOTE

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order

Guest about 3 years ago in General 0 Already exists

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