Ideas & Enhancements

7 Vote

Using different case numbers.

We use alt case numbers instead of the case number that Neos automatically generates. It would be helpful to not see the Neos case number but only see the Alt Case No.

Created 25 Mar 16:27

General

0
4 Vote

Need ability to turn off automatic toggling of "check request" when entering payment for bills

We have found that when we enter a payment from client, insurance, whomever, the "request a check" button automatically toggles so we have to be aware and remember to uncheck it each time. I don't think it is likely many people want to request che...

Created 20 Oct 20:19

1
4 Vote

Custom message inbox folders

Add ability to create custom named inbox folders in your message inbox for easy saving and organization of messages

Created 20 Oct 14:11

0
4 Vote

Ability to duplicate more than one document at a time (Document Tab)

There are times we will need to copy multiple documents at one time. Currently there is only the ability to duplicate one document at a time and will be extremely time consuming for our Firm to have to duplicate one-by-one.

Created 18 Oct 17:13

0
4 Vote

Templates for PDF more complicated than needed. You have to download pdf to make changes instead of change it on fly

In Settings Templates Viewer is not accurate until it updates sometime hours or a day. why not have the ability Template source and browse to CloudDocs Preview with yellow and green fields is too small Fields do not match merge field Very time con...

Created 17 Oct 18:24

0
3 Vote

Kenect integration needs to post to case notes automatically

Right now the integration allows you to assign a text thread to a case from Kenect and the "sync" posts the messages to the Neos, but you still have to go through your Neos messages and post each message to the case. Please improve the integration...

Created 27 Apr 16:48

0
3 Vote

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 27 Apr 14:07

0
6 Vote

Ability to Remove Calendar Event if Organizer is inactive

The ability to remove calendar events when the organizer is no longer active or working with the firm would be well appreciated by those who no longer have access to their email accounts.

Created 27 Sep 14:48

0
6 Vote

Add "Comments" As a Column In Neos

It has been requested that a Column be added for the "Comments" field in Insurance Items within Neos, so that customers can view comments on the list level.

Created 24 Sep 17:51

User Tab

0
3 Vote

Ability to move tabs in Neos like Needles

I posted this a month ago, and Neos has not acknowledged it, so I will be spamming this forum daily until I receive a response from Neos. This was a feature previously used in Needles. Not being able to rearrange the case tabs I have open freely s...

Created 25 Apr 16:37

0