Ideas & Enhancements

10 Vote

Text from Clients with Multiple Photos

There should be a way to globally file text attachments (photos) into a client neos file when we receive a text from client. We just received a text from a client with 12 photos and we have to click on each one to file it into clients file. There ...

Created 14 May 14:46

1
3 Vote

Option to expand the Transactions within the Value tab

If there are multiple Transactions within one Value Entry item in the Value tab, scrolling to view them all can be cumbersome.

Created 25 Sep 16:29

0
26 Vote

Add new document linking ability to value tab items

We love the June 2023 release new ability to link documents to list tabs PLEASE add this to value items which is where we need this functionality the most and ASAP we need to refer to invoices, approvals for payment, the documents that get printed...

Created 07 Jul 17:21

1
32 Vote

Ability to search for ONLY open files / search default to open files

When searching for cases, please provide an option to filter out closed cases or leads etc... Or make the results default to open cases only. So much time is wasted accidentally pulling up closed cases or saving emails etc. to closed cases, and th...

Created 09 Mar 13:18

0
12 Vote

Drag and Drop into Browse Documents

The functionality is already there; just need to add option to choose case name. Will enable us to move files into Neos much quicker!

Created 01 Apr 15:37

1
5 Vote

Increment column should be available in advanced search for time

Advanced search is a powerful tool for time, and there should be a column for increments. Different staff may be billed by different increments so this would help us search for information more quickly

Created 16 Aug 17:31

0
10 Vote

Ability to add a Checklist Item (TODO) within Notes or Documents

When a follow up is needed on an email or document, it would be helpful to have the option of adding a TODO checklist item from that email or document. Add that option in the Bulk Actions.

Created 10 May 14:27

0
21 Vote

Please - TAKE AWAY the auto-generated documents when marking a task done.

We don't always need to generate a document when we mark a task done. We used to have the option to generate a document and now we don't. Extremely frustrating to have to X out of the auto document. Change it back!

Created 06 Oct 14:54

5
10 Vote

Allow users to remove the Intakes Overview (PRO FEATURE) from dashboards if they don't use this pro feature

No description provided

Created 09 May 15:25

1
4 Vote

Neos Staff Profiles - Add more details such as Log out Time and login history

No description provided

Created 04 Sep 17:13

0