Ideas & Enhancements

5 Vote

Change Time to Current Time Zone Instead of UTC Time

It would be helpful to see the accurate time in the current time zone firms are in.

Created 05 Sep 19:20

0
10 Vote

Automatically add SOL as Outlook Calendar Entry with 30 60 90 day reminders

This is done with the checklist due dates on the Neos Calendar view but outlook entries are not added

Created 20 Jun 18:36

0
8 Vote

Auto-Fill Email Re:/Subject Line with case name or other user defined details.

Please add a function to auto-fill the case name on the email subject line.

Created 18 Jul 17:27

0
27 Vote

Value Tab- Have the list pull items in chronological order.

It would be helpful to have the list be able to pull the medical providers into documents from the value tab in chronological order of treatment rather than in random order.

Created 18 Sep 14:38

3
6 Vote

Neos Icon in a tagged e-mail should have a link to a case.

In a tagged e-mail. it shows an icon that says Neos to show the e-mail has been tagged. It would be great if we could click this to go directly to the case it's tagged to. It would save so much time!

Created 15 Aug 15:57

0
6 Vote

Make the calendar actually work with the new updates that are released.

The calendar was working just fine at keeping the staff calendars selected and in the order they were selected but now with the Aug 13 update, it is rearranging the way they appear, causing more work to correct than it was before. I submitted this...

Created 14 Aug 21:42

0
8 Vote

Add Linked Document Section to Layout Manager

As an option in the layout manager allow users to add the linked documents section (that is on the bottom of records request tab) on any other list tab as a UDF field

Created 12 Jul 14:13

0
14 Vote

Auto tag emails to notes

I wish there was a way for neos to automatically tag emails to a case - even if it could just tag the replies thread to the case in neos instead of having to tag every email every time.

Created 04 Apr 11:28

1
12 Vote

Provider name does go to memo lines in QB when sending over deposits from Integrator

When sending over deposits from the Integrator the provider's name does not populate in the memo lines in QB any longer. It used to send over flawlessly until Neos ran and update and now the client's name goes over to the memo lines rather than th...

Created 06 May 13:30

0
45 Vote

Outlook Add-In: Tagging More than One Email at a Time

It would be a time saver for those who receive a lot of emails to be able to tag more than one email at a time. Currently, it only allows you to select a single email and tag it to a case. When multiple emails are selected, the option to tag is re...

Created 04 Nov 15:36

7