Ideas & Enhancements

1 Vote

Provider Associations in Contact Info

Currently any provider associations that are added within a company/provider contact have to be set up as a group. We think it would be simpler if in each association tab, the contacts could be added in individually, along with editing them indivi...

Created 05 Oct 14:38

0
1 Vote

Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg

we seem to get more of the HEIC filetypes and trying to send as a PDF just send the HEIC file and maxes out the email size very quickly. so if Neos could add an auto Converter of HEIF/HEIC and HEVC formats to PDF or Jpeg it would help our staff be...

Created 04 Oct 20:28

0
1 Vote

Accident Information Tab - Ability to add Vehicle record listing to user-generated tab

I agree with a previous idea that the new Neos generated Accident Information tab is lacking in the information included, however, the information we need is different than that previously requested. I think instead of trying to match all injury a...

Created 04 Oct 16:44

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2 Vote

Needles 4- Send Notes to the time tab

It would be useful if we could send notes to the time tab to make entering time entries easier.

Created 19 Apr 17:38

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4 Vote

Allow default checkbox for online accounts

I know that the default online account is the top account of that type but this not intuitive for the user. It would be much easier if the drop down menu was available the same way it is in the address box

Created 21 May 18:50

General

1
3 Vote

Neos user would like date calculator option like adding a entry to the global calendar or case calendar

When going in to the vale tab, selecting an entry and clicking the calendar icon. You get a date calculator option. User would like that to be added to the calendar icon when adding a new entry in global and case calendar.

Created 02 Nov 16:32

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4 Vote

Be Able to Change the Header Color

Users would like to be able to manually change the color of the header bar liek in 4.8

Created 15 May 14:01

Checklist

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4 Vote

Add Ability to Sort by Client Name in Messages

Users like to sort by client name in messages. This was something they could do in 4.

Created 14 May 20:46

Messages

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2 Vote

Neos-Remove bulk action edit for multiple notes selected

Currently when bulk actioning multiple notes you can edit a note but it will override what was there. To prevent from overriding the same note on multiple items it would be better to not see the edit option.

Created 14 Apr 20:58

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2 Vote

Option to Have Staff Only See Documents They Uploaded

I would like an option in Neos to have staff only be able to see the documents they upload to cases. Currently, they can see all the documents in a case if they have access to the tab.

Created 14 Apr 19:46

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