Ideas & Enhancements
ADD A NEW IDEA

All ideas

Showing 2691 of 2691

Receive notifications when a task is assigned and completed and have the ability to mark it priority

No description provided
Guest 9 months ago in  0

Neos- Add more filters on Browse Documents

Currently no way to filter Document Category, Case # or Date Created on Browse Documents screen. These filters would eliminate the need to have to go in to each case documents tab every time you need to access a specific file.
Guest about 3 years ago in  1

Neos Texting To Save To Case

It has been requested that the Neos texting feature be expanded to automatically save text conversations to the case they're sent out from.
Guest almost 3 years ago in  0

Document Generation from Template Open in new Tab

Presently, when generating a document, the document generation window covers up all Neos info. When completing the selections and fill ins, you cannot see the case information in Neos without opening a new instance of Neos. It would be nice to be ...
Guest almost 3 years ago in  0

Ability to merge duplicate contacts in the address book into one contact

It would be nice if there was a way to merge duplicate contacts in the address book. We currently have many, many, duplicate contacts because of the way trialworks transferred over to neos. Some of the contacts have notes attached to them; however...
Guest over 1 year ago in  2

The ability to copy name and address from the Party Tab in NEOS like you could in N4

In N4 you could right click in the party tab and copy the Name and Address of the party however you cannot do this in Neos.
Guest about 3 years ago in General 3

Merge Fields in an Excel Spreadsheet like in Word

We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under ...
Guest about 2 years ago in  1

Make the task code a required field, or if the user has a default rate, automatically populate the billable amount based on that rather than waiting for a task code to be selected.

When a task code is set, the rate is auto entered, and the billable amount is calculated but it is not a required field. It would be helpful to make it a required field OR to automatically populate the staff billable rate so it does not cause $0 b...
Guest 3 months ago in  1

Neos - Tell me about character limits before I get internal server error

I will often be editing in layout manager or phone number type and have no idea I've gone over a character limit for a field until I click save and get an internal server error. Then I have to hunt around and guess which change is prompting the er...
Guest about 1 year ago in  0

printing notes to include the case name and id number

No description provided
Guest about 2 years ago in  1