Ideas & Enhancements
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Ability to Add Provider Address With Just Business Name

When entering an adjuster, for instance, it would be beneficial to be able to just add the insurance company (no mailing address) that they work for to enable a quick look. Old Needles allowed this, Neos requires an actual address to be entered be...
Guest about 2 years ago in  2

More "Bulk Action" options in Case Docs (Party and Tags)

Currently, "Bulk Action" in Case Docs only lets you change the date, category, type, and staff created. You should be able to bulk change any document detail, not just those 4 (which seem to be somewhat random). Specifically, I need to be able to ...
Guest over 1 year ago in  3

New Note tab on Checklist item - add to regular "notes" list as well

make it so any note added at the checklist level is duplicated to or has option to be added to the regular "notes" folder
Guest about 1 year ago in  0

Option for text messages to post to notes instead of case docs

We would like for there to be an option for text responses (.txt files) to be posted to notes instead of case docs. This will make it easier from an organization standpoint and allow all correspondence to be n the same place. Thank you
Guest about 3 years ago in Messages 0

Being able to add CV and Reports under the WIT/EXP/DEPO Tab

Having the CV and Expert Report under the named expert would be very helpful.
Guest about 1 year ago in  1

"Select All" option when Uploading Documents

When you upload documents to a case on Neos there should be an option to "Select All" so you can bulk action and change the category, type, and tags of the uploaded documents. Right now you have to click the checkboxes individually to change them.
Guest almost 3 years ago in Document Management 3

Neos - add more cases to the recently accessed list of cases

Sometimes I need to see a case that I access longer ago and showing maybe 10 cases instead of 5 in my recent list would be very helpful.
Guest about 1 year ago in  0

Mass Update checklist and deadline codes to enable Reminders

We need a way to make a global change to specific checklist/deadline codes to enable reminders on these items so that our NEOS users get these reminders without having to set up each and every one themselves. Preferably this would assign reminders...
Guest about 1 year ago in  0

Notification Sound

Play a notification sound when a new message is received. In Needles 4 when a new message was received you would hear " You have a new message". I never thought I would miss hearing that...but I do.
Guest about 3 years ago in Messages 1

Turning off Notifications after a Case is closed

Add a feature that turns off all reminders for cases that are closed or settled.
Guest over 1 year ago in  0