Ideas & Enhancements

12 Vote

Revert Notes Format to the Way it Was Prior To Release

The change did not add anything other than making workflows different.

Created 20 Mar 14:46

4
156 Vote

Reinstate sorting by "Date" in the Case Calendar

It is imperative that we are able to sort by the date of the calendar entry on the Case Calendar.

Created 05 Jun 20:20

25
8 Vote

Give Email Subject Line Options that include Insurance Claim Numbers

Neos now auto fills the email subject line with the Neos case number, but almost every insurance company requires that the subject line be only the insurance company claim number. That is how the message gets into the right file on their end. They...

Created 20 Mar 16:33

0
75 Vote

Push Checklist Due Dates to Outlook Calendar

Currently Checklist Due dates are only displayed in Neos calendar. The Checklist Due Dates need to be pushed to be visible on the Outlook Calendar, perhaps as a task? In any event, if Outlook is the "source of truth" it should also contain and dis...

Created 11 Oct 16:03

26
4 Vote

Add the Ability to Include Company Name in Stamps.com Postage

No description provided

Created 26 Mar 16:03

1
70 Vote

Ability to Arrange Order of Checklist Due Dates displayed in Neos Calendar

Currently case checklist due dates can be sent to the staff's Neos calendar. However, there is no way to reorganize the order of those items. For instance, if a user has 10 items due on a particular day it would be great to rearrange those items i...

Created 11 Oct 15:50

28
65 Vote

Ability to Click and Access any Checklist Item Displayed as Due on the user's Neos Calendar

While it is great having Checklist Due Dates push to the Neos calendar, it would be more efficient, helpful and useful if the entry was clickable to access the checklist item for updating the status, due date, etc. Currently, the checklist due dat...

Created 11 Oct 16:01

24
22 Vote

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury

Calendar Enhancements:ASAP - Because Customization Shouldn't Be a Luxury!!!! Let’s talk about the Neos Calendar —a tool that should be working for us, not the other way around. First and foremost, why on earth can’t we LOCK staff colors and their ...

Created 04 Feb 16:36

2
1 Vote

Having multiple message threads started

I have noticed that if I start a message thread and have to leave that to start a new one on a completely different client, I lose all my information, notes and data from the previous one that was started. It does not matter if I have already fill...

Created 02 Apr 20:12

0
12 Vote

Add ability to include hyperlinks in intake layout

We would like to add hyperlinks to documents / websites in the intake screen. For example, during the intake, our team needs to identify whether a potential defendant is a state or federal entity. It would be very helpful if we could add a link to...

Created 26 Feb 14:29

0