Ideas & Enhancements
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Add a bulk update option for multiple checklist items copied from other case types

Adding an option to bulk update multiple checklist items in a case type checklist would benefit any firms which copy existing checklists into new case types that are created, so the new items can be applied to existing cases
Guest about 1 year ago in  0

Notifications for Check Request

Give us the option to choose a staff member or group of staff members to be alerted when a new check request has been submitted.
Guest about 1 year ago in  0

Doc Gen - Auto File Name

Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the clie...
Guest about 1 year ago in  0

Neos Texting: Send notifications ONLY to those assigned to the text conversation

Currently the functionality is to send notifications to staff assigned to the conversation AND the case. This causes a lot of unnecessary clutter in the notifications pane, especially for managerial staff members assigned to cases. Users would lik...
Guest about 1 year ago in  24

Include Neos Staff in List of Recipients when emailing form Docs tab

In addition to all parties, any Neos staff attached to the case should also be listed in the list of possible recipients when emailing from the documents tab.
Guest about 1 year ago in  0

Mass update or bulk update calendar items in Neos

Right now the only way to change the same info in more than one calendar item is to manually open, change, save, close, repeat. Please let me check boxes next to several calendar items and bulk update either from the calendar tab in a case, or mas...
Guest about 1 year ago in  1

Neos: Add a calculator option to the reduction field of the value tab.

We may be given a percentage reduction or another scenario that would require we use a calculator. It would be helpful if the calculator was attached to the field.
Guest about 1 year ago in  0

Neos: Include Notes and Documents when merging Providers

Unless you look to see if there are notes and/or documents, they are not copied and will be deleted. This is huge when it comes to expert witnesses. Also copy over the notes and documents when merging a provider into another.
Guest about 1 year ago in  1

UDT Pop Out Should Display Provider Contact Info

We are using UD4 for our Recs tab, when you single click on an item in the list view and get the pop out, it shows everything from the tab - but does not show the contact information for the provider. We would prefer that the provider's phone and ...
Guest about 1 year ago in  0

Provider Notes - Add to main provider card info similar to the Value Notes

Currently there is no way to know if there are Notes in the provider card unless you click on Notes.
Guest about 1 year ago in  0