Ideas & Enhancements

Should be able to change a Doc name in Document folder in NEOs. Right now, I have to go to Sharepoint to do it, but it does not change the name in the Neos Doc tab. That is an issue

Prompt before deleting report

When deleting a report, pop up an "are you sure?" prompt that could stop users from accidentally deleting something they did not intend to.

Created 09 Jun 18:00

0

2 Vote

Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.

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Created 09 Jun 17:58

0

2 Vote

Neos: Permanently expand the More Details section of Calendar Entries

Most calendar entries are created for a case. By permanently expanding the More Details section or moving the case information fields to the top of the appointment the user will enter the appointment quicker and will require fewer clicks to create...

Created 09 Jun 16:28

0

3 Vote

referral Tracking

This will help keep track of referrals and fees owed.

Neos - Date pickers should either not automatically select today's date or should not automatically close when selecting a date

The date pickers currently open with today's date selected. If you click on today's date the date is selected. If you click on the date, it deselects the date closing the date picker and removing the current value if it exists. New users at our fi...

Created 07 Jun 14:19

0

1 Vote

Ideas & Enhancements

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Should be able to change a Doc name in Document folder in NEOs. Right now, I have to go to Sharepoint to do it, but it does not change the name in the Neos Doc tab. That is an issue

Prompt before deleting report

Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.

Neos: Permanently expand the More Details section of Calendar Entries

referral Tracking

Neos - Date pickers should either not automatically select today's date or should not automatically close when selecting a date

Neos: Add search option for phone extension number.

Linking multiple Sharepoint accounts to Neos or expanding the storage of one.

Customization Links

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Should be able to change a Doc name in Document folder in NEOs. Right now, I have to go to Sharepoint to do it, but it does not change the name in the Neos Doc tab. That is an issue

Prompt before deleting report

Automatically add new clients (cases that are opened) to the General Mailing List in NEOS (or at least have an option to turn it on or off) We just had to go back 6 months to add each new client one by one since converting over. Had a rep on the phone and said no way around it.

Neos: Permanently expand the More Details section of Calendar Entries

referral Tracking

Neos - Date pickers should either not automatically select today's date or should not automatically close when selecting a date

Neos: Add search option for phone extension number.

Linking multiple Sharepoint accounts to Neos or expanding the storage of one.

Customization Links

Logging out when browser closed