Ideas & Enhancements

3 Vote

NEOS- Display Multiple Time Zones on calendar items

Often clients will have multiple types of insurances on a case with active negotiations through the same company. Currently, it only sorts by company, and allowing sort by policy type will

Created 18 Nov 17:58

0
1 Vote

Show expanded notes as the default on the notes tab.

To be able to quickly review the notes listed in the file.

Created 22 Nov 15:13

0
1 Vote

Option to expand checklist description under "checklist detail"

Is there any way that an "expand" or "edit" option can be added, so we can easily read or edit the checklist description? Currently, some checklist descriptions are too long, that when the details are opened, the description is cut off. Because th...

Created 20 Nov 17:00

0
2 Vote

The needles messages sent to our e-mail should state case name, from, and then first line of the message

The needles messages sent to our e-mail should state case name, from, and then first line of the message in the e-mail preview instead of simply "DoNotReply-NeedlesCloud-Message Updated" - - this way we'll know what case the e-mail is about. Also ...

Created 15 Nov 16:33

0
4 Vote

NEOS - Save As from Word

Would be nice to have a "Save As" function on the word addin to save a document directly into a Neos case.

Created 26 Oct 19:48

Integrations

0
4 Vote

NEOS - Client Portal with Document Functionality

Being as Neos is a web based solution, it would be great to have a client portal that has the ability for clients to upload or access relevant case documents right to/from the linked sharepoint. This comes in handy when a client needs to send back...

Created 26 Oct 19:09

General

1
4 Vote

Move Names Between Mailing Lists

Add a Bulk Action to move people between Mailing Lists

Created 26 Oct 15:09

General

0
3 Vote

Ability to save word document as a PDF right from casedocs

We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then ...

Created 02 Nov 14:33

0
4 Vote

Neos Calendar fix time ending before start issue

Please fix the time ending before start time issue. If you have an appointment at 11:00 am and wand to end it at 12:00 pm, Neos will start the appointment off at 11:00am and end at 11:15am. To make the end time at 12:00 pm you must first select pm...

Created 22 Oct 14:05

General

0
4 Vote

Neos Calendar Quick select appointment duration

Please add an ability to quick select an appointment duration from a dropdown or a select box (ie. 15m, 30m, 45m, 1hr). The default is 15 mins which has to be calculated manually, this would make appointments quicker to schedule

Created 22 Oct 14:03

General

0