Ideas & Enhancements

7 Vote

Neos - Display Staff 2 in the case preview when searching for Cases

When searching for cases, primary staff is shown in the case preview, but it is often necessary to transfer calls to other staff of the case. It would be great to have the ability to customize what columns are shown in search results, as well as i...

Created 04 Jun 20:57

General / Search

0
2 Vote

Word to PDF uploads using Neos re efiling w Court NOT POSSIBLE NEEDS TO BE FIXED

I was told we cannot save directly to the client file in share point. Therefore there are ten extra steps. Here is the issue: creation of a word document, saving the word documents in an unrelated folder as a PDF (to turn the word DOC to a PDF), t...

Created 15 Aug 21:32

0
6 Vote

Messages - ability to open cases from a message

While viewing message, if I need to call the client, I would need to leave the message, obtain the phone number. It would be easier to be able to 1. Call the client from the message or be able to open the case from the message.

Created 20 Jan 19:45

Messages

1
7 Vote

ability to save multiple emails at a time from outlook to Neos

Ability to save multiple emails at a time from outlook to Neos. and the .msg going from outlook to the case folder without having to create a new folder . This was a feature in trialworks where you could open the .msg in outlook and was promised f...

Created 29 May 19:50

Messages

0
6 Vote

Go to case after you tag an email

It would be helpful if an option popped up to allow the user to click on "Go to Case" after you tag an email.

Created 18 Jan 21:02

Integrations

0
2 Vote

Ring Central Recorded Phone Calls and Ring Central Voicemails in case file

If a case manager misses a phone call and the client leaves a voice mail can that automatically go into the case file of the client and the same with a recorded phone call

Created 13 Aug 23:59

1
2 Vote

Schedule Mass Texting / Scheduled Individual Texting

Schedule Mass Texting / Scheduled Individual Texting - Client reminders for treatment, client happy birthday text message, client requested updated. We would like to have both indvidual scheduled texting as well as group/mass texting

Created 13 Aug 12:48

0
2 Vote

Customizable Sections should have more visually appealing tabs/icons/colors and look better when creating

Customizable Sections should have more visually appealing tabs/icons/colors and look better when creating

Created 13 Aug 12:41

0
2 Vote

Neos Settlement Calculator should be improved and NEOs users should have the ability to export in excel as well. Entire Settlement including cost, medical expenses and all other related items

Neos Settlement Calculator should be improved and NEOs users should have the ability to export in excel as well. Entire Settlement including cost, medical expenses and all other related items

Created 13 Aug 12:40

1
2 Vote

NEOS NEEDS SHOUld INTERGRATE SMS TEXTING FROM RING CENTRAL INTO ITS PLATFORM

Neos should integrate not just ring central calling but ring central texting as well. Many ring central phone numbers also have texting implemented. When a client text a ring central phone it should automatically go into the client file that way y...

Created 13 Aug 11:58

1