Ideas & Enhancements
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Bulk Action to Upload Documents to DocuSign

Having a bulk action when uploading documents to DocuSign saves time and cost when sending multiple documents for electronic signature on the same case
Guest 2 months ago in  0

Neos - Checklists with Documents should not automatically populate the documents when marked Done

A repeating checklist item that contains a merge template, for example, should not be generated each time the checklist is marked done and reset. It is unnecessary and creates duplicative templates. Instead, the user should decide whether they wan...
Guest 7 months ago in  2

Intake Pro - allow party blocks to be customized and added to dynamic sections

We want to add contact info blocks for Party 2 on a dynamic section when "Add Party 2?" is answered yes. Sadly you cannot move any of the contact info blocks into a dynamic section. Please see attached screenshots showing how contact info blocks c...
Guest 2 months ago in  0

Neos: Special Note Size Limitation - Please allow same character size as a regular Case Note

We gather a lot of data in the Special Note and find 1,000 characters is not enough to accurately display the information we need to gather.
Guest 2 months ago in  0

Make related contacts only show unique names instead of duplicating providers added multiple times

Currently, the related contacts side panel will show a list of all parties and providers on a case. for the providers, if a name is used more than once (i.e. value providers), they will show up multiple times in the related contacts side panel. Th...
Guest 6 months ago in  0

Neos Dashboard Tiles - Save preferred layout

Currently, when you leave a dashboard and go back in, the layout of the tiles is not saved the way you had it before you left. We need a way to sort and save sort for each dashboard. Preferably, for each person who has access to the dashboards.
Guest 5 months ago in  0

View Document feature

Instead of opening a document to view the contents, I would like a VIEW feature, a side pop-up window where I can read the contents of the document and with a "forward" or "backward" next option (to go to the next or previous document in the list)
Guest 5 months ago in  0

Checklist Note Staff Mentions

The checklist notes field allows for a tag to a staff member, however, it does not send a notification. Would like to see an implementation for a notification to come from tagging staff in checklist items.
Guest 11 months ago in  1

We need the ability for templates to pull addresses from the "custom value" of Provider cards

Providers often have with multiple locations and a different payment address. However, a provider should have 1 provider card w/ all their locations in order for accurate reporting. Templates do not allow us to choose "custom value" as an address....
Guest about 1 year ago in  1

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard

Allow appointments to be marked as done/complete from the My Appointments section of the My Dashboard. Rather than having to click into the calendar allow the item to be marked done in the My Appointments section. Also, allow color coding of the i...
Guest over 1 year ago in  1