The new Accident Info tab is a great idea - but its execution is poor as it lacks the fields that are needed for a true "One Look" page. (If this does not contain everything needed then it defeats the purpose. (And has odd fields like Defendant on...
Can Assembly look into some sort of server upgrades and/or redundancy for Neos so that when the system goes down (or starts DRAGGING like it is today), our entire office doesn't just grind to a halt in the middle of the workday? I know it sounds s...
As I look at the Neos Ideas & Enhancements portal, I’m starting to realize that whoever is moderating the enhancements request is not correlating items together. Here is what I mean If you bring up the Neos Ideas & Enhancements and do a se...
Same option as DTF when adding transaction to value tab. So it clears out expense and add a separate one to DTF, but instead it adds to lien/collection
When orienting new users and new employees or when considering adding a category/topic within the firm it would be extremely helpful to be able to print the list of items we already have in the system for training purposes and to avoid duplication...
Save/add files to Neos when saved/added to Sharepoint/OneDrive
Would like to be able to have documents that are saved directly to Sharepoint/OneDrive to show up in Neos Case Docs rather than have to open Neos and import into Case Docs from a Sharepoint folder. This creates a duplicate file when a document has...
In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
A new layout manager field that acts as a note/static text.
In layout manager, there should be an option that allows for static text. As of now, there is no option that allows you to leave text that does not have a checkbox, text box, etc. Firms are looking to add notes to a few sections.
Adding the ability to Print or export to PDF to every screen
There are so many times that come up when just exporting or printing options would come in very handy. For example, while on the checklist tab when all we want is the Case header and the current filtered view. Or how about when you select multiple...
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