Ideas & Enhancements

1 Vote

timmer

No description provided

Created 09 Nov 21:46

0
2 Vote

Time Entries - Ability of adding time entries when entering notes at the same time

Would be very helpful to be able to add a time entry when entering a note or completing a checklist item. instead of having to go to multiple places.

Created 22 Oct 21:07

General

0
2 Vote

Neos Calendar be able to right click select done or change state of calendar item

There is no quick way to mark a calendar item as done. You have to go into the item itself when that is not necessary. It adds more clicks and windows than should be necessary to quickly mark something done.

Created 22 Oct 14:00

General

1
1 Vote

Ring Central Notifications

There should be an option in settings to choose who gets notified on inbound calls and outbound calls. Not all employees need to know what calls came into the office.

Created 03 Nov 20:40

0
1 Vote

Neos messages: don't ask to change case association unless the provider has a case to change to

Any message you enter where the caller is not a party in the case, you get prompted to "change case association." It should only be asking that if there is a case to change to. Vast majority of our contacts/providers are not parties in a case and ...

Created 02 Nov 19:16

0
1 Vote

Neos provider address and phone numbers get lost if "Type" is more than 20 characters

You hit save, get internal server error, have to go hunting to see what is preventing the save from working. Then if you close the provider without fixing it first you lose the data. We use the phone and address "Type" a lot for clients who move a...

Created 02 Nov 19:03

0
1 Vote

Ring Central Ring Tone

Allow Ring Central integration to carry over the ring tone already set up in Ring Central settings or allow for users to change the ring tone in Neos.

Created 02 Nov 14:06

0
1 Vote

Group Negotiations Entries by Insurance Type not Company Name

The groupings of entries in the Negotiations tab seems to be based upon the name of the Insurance company now, whereas before this most recent update, it would group based on the Insurance type. Please fix this to revert it back to how it was as w...

Created 01 Nov 15:50

0
2 Vote

Download individual files as a file and not a zip

When you download a file from the documents tab, it downloads as a .zip file. That is great for downloading more than one thing at once, but for one document it should really just download the document.

Created 30 Sep 15:52

General

0
2 Vote

Neos - Calendar Reports - Should Populate with Today;s Date

Calendar reports should auto populate with today's date, alternatively if the date is put in the start field the end field should be autopopulated with that date.

Created 23 Sep 17:11

General

0