Ideas & Enhancements

1 Vote

Save Message as Draft When Closing Tab or Notification

Sometimes at least with me, I get carried away with closing Neos case tabs when I have a bazillion different cases opened. Without realizing, sometimes I close out of a message I am typing thinking its a case and then I get mad at myself for havin...

Created 09 Jul 16:22

0
6 Vote

Documents Merge - Into One

Allow option to merge documents into one document without having to leave the merge process. You can only combine via PDF Editor which is another step and Premium Package.

Created 24 Aug 14:43

0
7 Vote

Refresh Buttons for Notes tab , Messages tab and Intakes tab (similar to refresh button on checklist)

Similar to blue refresh button on Checklist tab - this would be the easiest way to refresh Notes, Messages and Intakes

Created 06 Apr 15:36

0
2 Vote

Allow the option to change the code formats especially for the Full Address codes!!

We currently have to respace the text that is generated because it comes out as : Street name Apartment Number City, State, Zipcode and we need the option to select it as: Street name, Apartment Number, City, State, Zipcode Just like the dates hav...

Created 22 Feb 15:54

1
2 Vote

Neos Mobile App for Neos Messages with access to Case Notes

For many of us who are on the go, waiting to sit at a desktop to be able to respond to Neos Messages can result in unwanted delay, downtime, staff frustration. An app with the ability to review and respond to Neos messages, where we can also view ...

Created 22 Feb 09:42

0
7 Vote

Ability to Calculate Date Fields- Neos

Would be super useful to be able to calculate dates-in-status for cases. This function would allow reports to be more compressive and robust. Please either add this to advanced search or make it a default report option.

Created 05 Apr 18:59

Reports / Search

1
7 Vote

Scheduling Texts for Appointment Reminders

The ability to schedule text messages to go out at a later date would really save time on going back and forth in cases. When you set an appointment up, you could right then set up reminders to go out instead of having to go back in, and you can a...

Created 04 Apr 12:38

2
1 Vote

Global Calendar Events Missing Event Status

The event status no longer shows in the global calendar unless we select or hover over every single event individually. This was originally a feature prior to the calendar update, and now it makes it more difficult to view calendar event status wh...

Created 08 Jul 20:48

0
2 Vote

Adding additional Case Statuses.

A firm might want the option to add additional Case statuses to cater to what is going from their end. Like a Case that's been referred out to another Firm for example.

Created 21 Feb 20:03

1
2 Vote

show emails on all side panels

It would be helpful to see the adjuster emails when single-clicking and getting the side panel. Currently, you have to open the insurance line totally to see it.

Created 21 Feb 16:31

0