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Special Note: Add the ability to pin or keep open the contents of the Special Note

Our very large client, Azar & Associates, may be migrating to Neos. They rely heavily on the Red Flag/Special Note. In Neos, when you click in a field, the Special Note data minimizes to one line. They would like the option to keep that field ...
Guest over 2 years ago in  0

Add clinic/office for provider and display it when searching

With providers, it would be helpful to have a field indicating what clinic a provider is working for and it would be especially helpful if that information appears alongside info like “address” and “case” when you search or at least displayed in t...
Guest over 2 years ago in  0

Add insurer/company for adjuster and display it when searching

With some adjusters working for multiple companies, it would be helpful to have a field indicating which insurer an adjuster is working for and It would be especially helpful if that information appears alongside info like “address” and “case” whe...
Guest over 2 years ago in  0

Linking items from User Defined Tab to Value Tab

Would like the functionality to have data from the two tabs linked. It could be something as simple as making it within the layout managers that we can have linked fields, where you can select a predetermined field on another tab to pull informati...
Guest over 2 years ago in  0

Lock settings section to only Admin Staff

We have had numerous employees going into the settings and changing our integration links, staff profiles, etc. It will be beneficial to lock non-admin staff out of the settings completely that way no issues arise from employees changing things or...
Guest over 2 years ago in  1

transfer a value item from one case to another

In cases where we are rep'ing a client for 2 different matters, and one settles, would like to be able to transfer cost items from one case to another without having to re-type it into the 2nd case
Guest over 2 years ago in  0

Add Firm Name toggle to PDF export of report.

When a user exports a PDF from a report, they have the option to add the firm name and logo to the exported report; however, it's missing the firm's name. Please add a toggle to add the firm's name next to the logo.
Guest over 2 years ago in  0

Searching Common Names in Neos

When searching common names in Neos, there is no way to tell the difference between all of the 'John Smith's that may be in a firm's system. Would like case details to be added into the sections to differentiate from one another.
Guest over 2 years ago in  1

Neos Intakes: Checkboxes for Mass Update/Archiving

Right now we have to open each intake in order to access the drop down menu to Archive. Please make that process available on the grid view.
Guest over 2 years ago in  0

Search Value Items By Amount

It has been to requested to search value items by amount both by report and on the case level.
Guest over 2 years ago in  0