Ideas & Enhancements
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Option to Choose if Time Entries Appear in Value tab.

Neos should provide the option to allow users to choose if time entries appear in both the value tab, and time tab, or if they will only appear in the time tab. Currently, since entries appear in both tabs, clients may be charged an incorrect amou...
Guest 9 months ago in  0

Notes or Comments attached to Names

Need a field to store comments or notes attached to a Name that would follow that name anywhere it’s used. The user should be able to see that there’s a special note associated with that name by some kind of indicator. Maybe make it function like ...
Guest 9 months ago in  0

ClientID (name ID)

Need a field to store a user definable name id that is attached to a name that always follows the name (like Alt_Case_Num is to cases). The Client Code that my firm wants to track is mostly 6 characters, but a few are longer – with up to 26 charac...
Guest 9 months ago in  0

Employee ID

We need a field in the staff table to store a user definable Employee ID.
Guest 9 months ago in  0

Employee office code/office description as a dropdown field

This would be similar to the ID code field in Parties.Ex. OfficeCode OfficeDescription CHI Chicago Corporate Corporate Expenses to be allocated CT Connecticut DAL Dallas FL Fort Lauderdale GA General Administrative LA North Los Angeles (LA North) ...
Guest 9 months ago in  0

Dashboard Tiles - When adding new tiles to a dashboard, add them to the bottom. Also add a sort option.

Right now, the dashboard tiles do not hold their position. When you add new tiles, all tiles shift and you have to reorganize them all. Please make it easier to retain layout or add a sort option.
Guest 9 months ago in  0

Allow changes made to the staff assignments setup to save without closing the case type tab

When a user changes the order of the staff roles in the staff assignments they must close the tab and reopen it for the order to appear as changed. There should be a way to apply that change without closing the case type tab.
Guest 9 months ago in  0

Problem when entering a new Party or Provider into Neos: When entering an address for a party, if there is no zip code extension, Neos auto-fills the City, State, County and Country, which is great. However, if there is a zip code extension, Neos erases the auto-filled City, State, County and Country. Please fix this, because having the auto-fill info is helpful.

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Guest 9 months ago in  1

Attach Police Reports to Police Tab

Having the police department information in one place is fine, but if we could actually attach the crash report to the Police tab it would be easier than it being lumped into all documents and having to be searched for.
Guest 9 months ago in  0

Neos: Value Tab Layout. Prevent resizing of the column widths

Same as the column order is remembered, the column size preference should be saved per user per case type. When you resize the columns, then open a value entry, and then go back to the list view, all of the column sizes reduce.
Guest 9 months ago in  5